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Physician Wealth Advisors, Inc.

Position in FMS — Fresenius Medical Care AG

CIK 1795173 MIDVALE, UT

Position in FMS

as of Jun 30, 2026 · filed Jul 20, 2026
Position Value
$1,673
+$4 QoQ
Shares Held
74
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#200
of 232 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in FMS Over Time

Shares Held

Position Value (USD)

Position in Medical Care Facilities

Healthcare · as of Jun 30, 2026

Physician Wealth Advisors, Inc. holds $257,809 across 18 Medical Care Facilities names. FMS ranks #12 (0.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
4
909 $15,007

All Filings in FMS

Export CSV
7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,673 74
2026-03-31 $1,669 74
2025-12-31 $2,763 116
2025-09-30 $5,108 194
2025-06-30 $5,542 194
2025-03-31 $5,776 232
2024-12-31 $5,252 232