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 Q2	$1.9K	Hold	84	–	–	﹤0.01%	2507
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 New York $34.1B AUM 23.81% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return

Private Trust Company's FMS Position: Q2 2026 in Review

Private Trust Company held its Fresenius Medical Care (FMS) position steady in Q2 2026 at 84 shares worth $1.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2507.

Private Trust Company first reported a position in FMS in Q2 2013 and has held it in 11 quarters since. The position peaked at $12K in Q4 2013. 234 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

Private Trust Company held 84 shares of Fresenius Medical Care worth $1.9K as of Q2 2026.
Private Trust Company left its Fresenius Medical Care share count unchanged in Q2 2026.
Fresenius Medical Care made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #2507 holding.
Private Trust Company first reported a position in Fresenius Medical Care in Q2 2013 and has held it in 11 quarters since.
Private Trust Company's Fresenius Medical Care position peaked at $12K in Q4 2013.
234 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.