Twin Peaks Wealth Advisors’s Fresenius Medical Care FMS Stock Holding History

Twin Peaks Wealth Advisors’s Portfolio FMS Stock Details FMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-293	Closed	-$6.61K	–	940
2026 Q1	$6.61K	Buy	+293	New	+$6.73K	﹤0.01%	1272
2025 Q3	–	Sell	-148	Closed	-$3.58K	–	866
2025 Q2	$3.58K	Buy	+148	New	+$3.97K	﹤0.01%	1448

Other funds holding FMS

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return

Twin Peaks Wealth Advisors's FMS Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Fresenius Medical Care (FMS) in Q2 2026, closing a stake of 293 shares — an estimated $6.61K sold.

Twin Peaks Wealth Advisors first reported a position in FMS in Q2 2025 and held it in 2 quarters. The position peaked at $6.61K in Q1 2026. 234 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining Fresenius Medical Care position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 293 Fresenius Medical Care shares in Q2 2026, an estimated $6.61K.
Twin Peaks Wealth Advisors first reported a position in Fresenius Medical Care in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's Fresenius Medical Care position peaked at $6.61K in Q1 2026.
234 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.