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Atlas Capital Advisors’s Fortrea Holdings FTRE Stock Holding History

Atlas Capital Advisors’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
2025
Q1 		– Sell
-557
Closed -$10.4K – 994
2024
Q4 		$10.4K Hold
557
– – ﹤0.01% 778
2024
Q3 		$11.1K Sell
557
-177
-24% -$4.16K ﹤0.01% 723
2024
Q2 		$17.1K Sell
734
-2,590
-78% -$80.4K ﹤0.01% 699
2024
Q1 		$133K Sell
3,324
-415
-11% -$14.4K 0.02% 435
2023
Q4 		$130K Sell
3,739
-94
-2% -$2.87K 0.02% 451
2023
Q3 		$110K Buy
+3,833
New +$113K 0.02% 434

Other funds holding FTRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return

Atlas Capital Advisors's FTRE Position: Q1 2025 in Review

Atlas Capital Advisors sold out of Fortrea Holdings (FTRE) in Q1 2025, closing a stake of 557 shares — an estimated $10.4K sold.

Atlas Capital Advisors first reported a position in FTRE in Q3 2023 and held it in 6 quarters. The position peaked at $133K in Q1 2024. 358 funds tracked by Wall St. Rank hold FTRE as of Q1 2025.

  • Atlas Capital Advisors reported no remaining Fortrea Holdings position as of Q1 2025 after selling out during the quarter.
  • Atlas Capital Advisors sold 557 Fortrea Holdings shares in Q1 2025, an estimated $10.4K.
  • Atlas Capital Advisors first reported a position in Fortrea Holdings in Q3 2023 and held it in 6 quarters.
  • Atlas Capital Advisors's Fortrea Holdings position peaked at $133K in Q1 2024.
  • 358 funds tracked by Wall St. Rank held Fortrea Holdings as of Q1 2025.

Based on Atlas Capital Advisors's 13F filing for Q1 2025, filed 12 May 2025.