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Partnership Wealth Management, LLC

SEC CIK
0002010656
Latest filing
Jul 10, 2026

FMS holding history

Fresenius Medical Care AG in every 13F filed by Partnership Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FMS overviewAll 13F holders of FMSFull Q2 2026 holdings

Shares (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q4 2023
Holdings of FMS by Partnership Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−4,150−100.0%Sold outHolders
Q2 20244,150$79.2K0.1%−113,448−96.5%ReducedHolders
Q1 2024117,598$2.27M1.6%−3,645−3.0%ReducedHolders
Q4 2023121,243$2.34M1.8%–No prior filingHolders