Wealth Enhancement Advisory Services
FMS icon

Wealth Enhancement Advisory Services’s Fresenius Medical Care FMS Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$305K Buy
14,617
+2,911
+25% +$68.5K ﹤0.01% 3328
2026
Q2 		$281K Buy
+11,706
New +$263K ﹤0.01% 3263
2024
Q1 		– Sell
-11,244
Closed -$234K – 2510
2023
Q4 		$234K Sell
11,244
-5,178
-32% -$99.4K ﹤0.01% 2001
2023
Q3 		$354K Buy
+16,422
New +$399K ﹤0.01% 1636

Other funds holding FMS

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Uncommon Cents Investing
Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return
Highland Capital Management (Tennessee)
Highland Capital Management (Tennessee) Memphis, Tennessee $2.19B AUM 46.65% 1-Year Est. Return

Wealth Enhancement Advisory Services's FMS Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Fresenius Medical Care (FMS) stake by 25% in Q3 2026, buying an estimated $68.5K and bringing the position to 14,617 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #3328.

Wealth Enhancement Advisory Services first reported a position in FMS in Q3 2023 and has held it in 4 quarters since. The position peaked at $354K in Q3 2023. 81 funds tracked by Wall St. Rank hold FMS as of Q3 2026.

  • Wealth Enhancement Advisory Services held 14,617 shares of Fresenius Medical Care worth $305K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 2,911 Fresenius Medical Care shares in Q3 2026, an estimated $68.5K.
  • Fresenius Medical Care made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3328 holding.
  • Wealth Enhancement Advisory Services first reported a position in Fresenius Medical Care in Q3 2023 and has held it in 4 quarters since.
  • Wealth Enhancement Advisory Services's Fresenius Medical Care position peaked at $354K in Q3 2023.
  • 81 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.