Trustmark National Bank Trust Department’s Fresenius Medical Care FMS Stock Holding History

Trustmark National Bank Trust Department’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
2025 Q3	–	Sell	-35,963	Closed	-$1.03M	–	281
2025 Q2	$1.03M	Buy	+35,963	New	+$965K	0.07%	162
2019 Q3	–	Sell	-8	Closed	–	–	349
2019 Q2	$0	Hold	8	–	–	﹤0.01%	591
2019 Q1	$0	Hold	8	–	–	﹤0.01%	603
2018 Q4	$0	Hold	8	–	–	﹤0.01%	594
2018 Q3	$0	Buy	+8	New	+$400	﹤0.01%	601
2014 Q2	–	Sell	-6,000	Closed	-$209K	–	346
2014 Q1	$209K	Hold	6,000	–	–	0.02%	328
2013 Q4	$213K	Buy	+6,000	New	+$201K	0.03%	315
2013 Q3	–	Sell	-6,000	Closed	-$212K	–	325
2013 Q2	$212K	Buy	+6,000	New	+$209K	0.03%	298

Other funds holding FMS

Pzena Investment Management New York $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

TAM

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

IHAM

Integral Health Asset Management New York $2.09B AUM 112.84% 1-Year Est. Return

Trustmark National Bank Trust Department's FMS Position: Q3 2025 in Review

Trustmark National Bank Trust Department sold out of Fresenius Medical Care (FMS) in Q3 2025, closing a stake of 35,963 shares — an estimated $1.03M sold.

Trustmark National Bank Trust Department first reported a position in FMS in Q2 2013 and held it in 8 quarters. The position peaked at $1.03M in Q2 2025. 206 funds tracked by Wall St. Rank hold FMS as of Q3 2025.

Trustmark National Bank Trust Department reported no remaining Fresenius Medical Care position as of Q3 2025 after selling out during the quarter.
Trustmark National Bank Trust Department sold 35,963 Fresenius Medical Care shares in Q3 2025, an estimated $1.03M.
Trustmark National Bank Trust Department first reported a position in Fresenius Medical Care in Q2 2013 and held it in 8 quarters.
Trustmark National Bank Trust Department's Fresenius Medical Care position peaked at $1.03M in Q2 2025.
206 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2025.

Based on Trustmark National Bank Trust Department's 13F filing for Q3 2025, filed 12 Nov 2025.