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Atticus Wealth Management’s Fortrea Holdings FTRE Stock Holding History

Atticus 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
2025
Q3 		– Sell
-73
Closed -$361 – 356
2025
Q2 		$361 Sell
73
-203
-74% -$1.09K ﹤0.01% 652
2025
Q1 		$2.08K Hold
276
– – ﹤0.01% 447
2024
Q4 		$5.15K Hold
276
– – ﹤0.01% 429
2024
Q3 		$5.52K Hold
276
– – ﹤0.01% 427
2024
Q2 		$6.44K Sell
276
-1
-0.4% -$31 ﹤0.01% 414
2024
Q1 		$11.1K Sell
277
-1
-0.4% -$35 ﹤0.01% 382
2023
Q4 		$9.7K Hold
278
– – ﹤0.01% 407
2023
Q3 		$7.95K Buy
+278
New +$8.23K ﹤0.01% 429

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Atticus Wealth Management's FTRE Position: Q3 2025 in Review

Atticus Wealth Management sold out of Fortrea Holdings (FTRE) in Q3 2025, closing a stake of 73 shares — an estimated $361 sold.

Atticus Wealth Management first reported a position in FTRE in Q3 2023 and held it in 8 quarters. The position peaked at $11.1K in Q1 2024. 334 funds tracked by Wall St. Rank hold FTRE as of Q3 2025.

  • Atticus Wealth Management reported no remaining Fortrea Holdings position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 73 Fortrea Holdings shares in Q3 2025, an estimated $361.
  • Atticus Wealth Management first reported a position in Fortrea Holdings in Q3 2023 and held it in 8 quarters.
  • Atticus Wealth Management's Fortrea Holdings position peaked at $11.1K in Q1 2024.
  • 334 funds tracked by Wall St. Rank held Fortrea Holdings as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.