Whittier Trust’s Fresenius Medical Care FMS Stock Holding History

Whittier Trust’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	$142	Buy	+6	New	+$135	﹤0.01%	1343
2022 Q3	–	Sell	-115	Closed	-$3K	–	1692
2022 Q2	$3K	Buy	+115	New	+$3.44K	﹤0.01%	1507
2020 Q3	–	Sell	-48	Closed	-$2K	–	1447
2020 Q2	$2K	Sell	48 -1,365	-97%	-$53.9K	﹤0.01%	1273
2020 Q1	$47K	Buy	1,413 +48	+4%	+$1.78K	﹤0.01%	825
2019 Q4	$50K	Hold	1,365	–	–	﹤0.01%	847
2019 Q3	$46K	Buy	+1,365	New	+$48.4K	﹤0.01%	851
2019 Q1	–	Sell	-438	Closed	-$14K	–	1444
2018 Q4	$14K	Buy	+438	New	+$17.7K	﹤0.01%	1026
2017 Q4	–	Sell	-196	Closed	-$10K	–	1306
2017 Q3	$10K	Buy	+196	New	+$9.32K	﹤0.01%	1023
2015 Q2	–	Sell	-654	Closed	-$27K	–	1239
2015 Q1	$27K	Buy	+654	New	+$25.3K	﹤0.01%	820

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

Whittier Trust's FMS Position: Q2 2026 in Review

Whittier Trust opened a new position in Fresenius Medical Care (FMS) in Q2 2026: 6 shares worth $142. The stake represents ﹤0.01% of the portfolio and ranks #1343 among its holdings. This is a return to the name: Whittier Trust previously reported a position in FMS as recently as Q2 2022.

Whittier Trust first reported a position in FMS in Q1 2015 and has held it in 9 quarters since. The position peaked at $50K in Q4 2019. 235 funds tracked by Wall St. Rank hold FMS as of Q2 2026.

Whittier Trust held 6 shares of Fresenius Medical Care worth $142 as of Q2 2026.
Fresenius Medical Care was a new Whittier Trust position in Q2 2026.
Fresenius Medical Care made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #1343 holding.
Whittier Trust first reported a position in Fresenius Medical Care in Q1 2015 and has held it in 9 quarters since.
Whittier Trust's Fresenius Medical Care position peaked at $50K in Q4 2019.
235 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2026.

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