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
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 23.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dodge & Cox
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
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
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

Wealth Enhancement Advisory Services's FMS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Fresenius Medical Care (FMS) in Q2 2026: 11,706 shares worth $281K. The stake represents ﹤0.01% of the portfolio and ranks #3263 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in FMS as recently as Q4 2023.

Wealth Enhancement Advisory Services first reported a position in FMS in Q3 2023 and has held it in 3 quarters since. The position peaked at $354K in Q3 2023. 234 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 11,706 shares of Fresenius Medical Care worth $281K as of Q2 2026.
  • Fresenius Medical Care was a new Wealth Enhancement Advisory Services position in Q2 2026.
  • Fresenius Medical Care made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3263 holding.
  • Wealth Enhancement Advisory Services first reported a position in Fresenius Medical Care in Q3 2023 and has held it in 3 quarters since.
  • Wealth Enhancement Advisory Services's Fresenius Medical Care position peaked at $354K in Q3 2023.
  • 234 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.