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	–	1452
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

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Assenagon Asset Management

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Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Torren Management San Diego, California $197M AUM