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PTC
Private Trust Company’s
Fresenius Medical Care
FMS
Stock Holding History
Private Trust Company’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
Q1
$1.9K
Hold
84
–
–
﹤0.01%
2396
2025
Q4
$2K
Hold
84
–
–
﹤0.01%
2348
2025
Q3
$2.21K
Sell
84
-244
-74%
-$6.27K
﹤0.01%
2331
2025
Q2
$9.37K
Buy
328
+244
+290%
+$6.55K
﹤0.01%
1849
2025
Q1
$2.09K
Buy
+84
New
+$2K
﹤0.01%
2248
2014
Q3
–
Sell
-126
Closed
-$4K
–
1956
2014
Q2
$4K
Hold
126
–
–
﹤0.01%
1364
2014
Q1
$4K
Sell
126
-223
-64%
-$7.81K
﹤0.01%
1248
2013
Q4
$12K
Hold
349
–
–
﹤0.01%
873
2013
Q3
$11K
Hold
349
–
–
0.01%
881
2013
Q2
$12K
Buy
+349
New
+$12.1K
0.01%
788
Other funds holding FMS
Pzena Investment Management
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$30.8B AUM
11.29%
1-Year Est. Return
FMI
Fiduciary Management Inc
Milwaukee, Wisconsin
$8.06B AUM
6.78%
1-Year Est. Return
Dodge & Cox
San Francisco, California
$182B AUM
14.68%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Millennium Management
New York
$134B AUM
35.51%
1-Year Est. Return
BIP
Brandes Investment Partners
La Jolla, California
$14.1B AUM
25.52%
1-Year Est. Return
TAM
Todd Asset Management
Louisville, Kentucky
$5.11B AUM
34.73%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Frankfort, Kentucky
$12.9B AUM
31.03%
1-Year Est. Return
IHAM
Integral Health Asset Management
New York
$1.89B AUM
112.84%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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