AWM
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Activest Wealth Management’s Fortrea Holdings FTRE Stock Holding History

Activest 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
-132
Closed -$1.78K – 1404
2026
Q1 		$1.24K Buy
+132
New +$1.7K ﹤0.01% 1005
2025
Q3 		– Sell
-128
Closed -$980 – 1167
2025
Q2 		$632 Buy
+128
New +$688 ﹤0.01% 832
2025
Q1 		– Sell
-1
Closed -$14 – 1101
2024
Q4 		$19 Buy
+1
New +$19 ﹤0.01% 846

Other funds holding FTRE

AIM
Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

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

Activest Wealth Management sold out of Fortrea Holdings (FTRE) in Q2 2026, closing a stake of 132 shares — an estimated $1.78K sold.

Activest Wealth Management first reported a position in FTRE in Q4 2024 and held it in 3 quarters. The position peaked at $1.24K in Q1 2026. 94 funds tracked by Wall St. Rank hold FTRE as of Q2 2026.

  • Activest Wealth Management reported no remaining Fortrea Holdings position as of Q2 2026 after selling out during the quarter.
  • Activest Wealth Management sold 132 Fortrea Holdings shares in Q2 2026, an estimated $1.78K.
  • Activest Wealth Management first reported a position in Fortrea Holdings in Q4 2024 and held it in 3 quarters.
  • Activest Wealth Management's Fortrea Holdings position peaked at $1.24K in Q1 2026.
  • 94 funds tracked by Wall St. Rank held Fortrea Holdings as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.