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Abound Wealth Management’s Fortrea Holdings FTRE Stock Holding History

Abound Wealth Management’s Portfolio FTRE Stock Details FTRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-8
Closed -$76 – 1451
2026
Q1 		$76 Hold
8
– – ﹤0.01% 1455
2025
Q4 		$138 Hold
8
– – ﹤0.01% 1318
2025
Q3 		$68 Hold
8
– – ﹤0.01% 1333
2025
Q2 		$40 Hold
8
– – ﹤0.01% 1287
2025
Q1 		$61 Hold
8
– – ﹤0.01% 1255
2024
Q4 		$150 Hold
8
– – ﹤0.01% 1169
2024
Q3 		$160 Sell
8
-2
-20% -$47 ﹤0.01% 1259
2024
Q2 		$234 Hold
10
– – ﹤0.01% 1066
2024
Q1 		$402 Sell
10
-3
-23% -$104 ﹤0.01% 990
2023
Q4 		$454 Sell
13
-12
-48% -$367 ﹤0.01% 960
2023
Q3 		$715 Buy
+25
New +$740 ﹤0.01% 752

Other funds holding FTRE

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Abound Wealth Management's FTRE Position: Q2 2026 in Review

Abound Wealth Management sold out of Fortrea Holdings (FTRE) in Q2 2026, closing a stake of 8 shares — an estimated $76 sold.

Abound Wealth Management first reported a position in FTRE in Q3 2023 and held it in 11 quarters. The position peaked at $715 in Q3 2023. 333 funds tracked by Wall St. Rank hold FTRE as of Q2 2026.

  • Abound Wealth Management reported no remaining Fortrea Holdings position as of Q2 2026 after selling out during the quarter.
  • Abound Wealth Management sold 8 Fortrea Holdings shares in Q2 2026, an estimated $76.
  • Abound Wealth Management first reported a position in Fortrea Holdings in Q3 2023 and held it in 11 quarters.
  • Abound Wealth Management's Fortrea Holdings position peaked at $715 in Q3 2023.
  • 333 funds tracked by Wall St. Rank held Fortrea Holdings as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.