Diversified Trust’s FMC FMC Stock Holding History

Diversified Trust’s Portfolio FMC Stock Details FMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$447K	Buy	38,900 +6,264	+19%	+$87.4K	0.01%	794
2026 Q1	$562K	Buy	+32,636	New	+$488K	0.01%	657
2024 Q4	–	Sell	-4,027	Closed	-$266K	–	949
2024 Q3	$266K	Buy	4,027 +368	+10%	+$22.5K	0.01%	760
2024 Q2	$211K	Sell	3,659 -48	-1%	-$2.87K	0.01%	776
2024 Q1	$236K	Sell	3,707 -3,204	-46%	-$187K	0.01%	707
2023 Q4	$436K	Sell	6,911 -3,122	-31%	-$181K	0.01%	541
2023 Q3	$672K	Buy	10,033 +4,342	+76%	+$376K	0.03%	362
2023 Q2	$594K	Buy	5,691 +232	+4%	+$26.1K	0.02%	408
2023 Q1	$667K	Buy	5,459 +14	+0.3%	+$1.76K	0.03%	371
2022 Q4	$680K	Buy	5,445 +6	+0.1%	+$736	0.03%	342
2022 Q3	$575K	Buy	5,439 +3,055	+128%	+$330K	0.03%	342
2022 Q2	$255K	Buy	+2,384	New	+$291K	0.01%	611
2013 Q4	–	Sell	-11,759	Closed	-$731K	–	470
2013 Q3	$731K	Sell	11,759 -4,538	-28%	-$261K	0.08%	257
2013 Q2	$864K	Buy	+16,297	New	+$860K	0.1%	198

Other funds holding FMC

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

AIFS

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

DCM

Dorato Capital Management Denver, Colorado $147M AUM

PCWA

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Diversified Trust's FMC Position: Q2 2026 in Review

Diversified Trust increased its FMC (FMC) stake by 19% in Q2 2026, buying an estimated $87.4K and bringing the position to 38,900 shares worth $447K. The position accounts for 0.01% of the portfolio, ranked #794.

Diversified Trust first reported a position in FMC in Q2 2013 and has held it in 14 quarters since. The position peaked at $864K in Q2 2013. 40 funds tracked by Wall St. Rank hold FMC as of Q2 2026.

Diversified Trust held 38,900 shares of FMC worth $447K as of Q2 2026.
Diversified Trust bought 6,264 FMC shares in Q2 2026, an estimated $87.4K.
FMC made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #794 holding.
Diversified Trust first reported a position in FMC in Q2 2013 and has held it in 14 quarters since.
Diversified Trust's FMC position peaked at $864K in Q2 2013.
40 funds tracked by Wall St. Rank held FMC as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.