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

QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 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. 25 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.
  • 25 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.