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Atwood & Palmer’s Fortrea Holdings FTRE Stock Holding History

Atwood & Palmer’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
Q3 		$19.9K Hold
1,000
– – ﹤0.01% 343
2026
Q2 		$17.4K Hold
1,000
– – ﹤0.01% 337
2026
Q1 		$9.42K Hold
1,000
– – ﹤0.01% 381
2025
Q4 		$17.3K Hold
1,000
– – ﹤0.01% 336
2025
Q3 		$8.42K Hold
1,000
– – ﹤0.01% 394
2025
Q2 		$4.94K Hold
1,000
– – ﹤0.01% 437
2025
Q1 		$7.55K Hold
1,000
– – ﹤0.01% 347
2024
Q4 		$18.6K Hold
1,000
– – ﹤0.01% 295
2024
Q3 		$20K Hold
1,000
– – ﹤0.01% 290
2024
Q2 		$23.3K Hold
1,000
– – ﹤0.01% 281
2024
Q1 		$40.1K Hold
1,000
– – ﹤0.01% 226
2023
Q4 		$34.9K Hold
1,000
– – ﹤0.01% 244
2023
Q3 		$28.6K Buy
+1,000
New +$29.6K ﹤0.01% 245

Other funds holding FTRE

AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Atwood & Palmer's FTRE Position: Q3 2026 in Review

Atwood & Palmer held its Fortrea Holdings (FTRE) position steady in Q3 2026 at 1,000 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #343.

Atwood & Palmer first reported a position in FTRE in Q3 2023 and has held it in 13 quarters since. The position peaked at $40.1K in Q1 2024. 12 funds tracked by Wall St. Rank hold FTRE as of Q3 2026.

  • Atwood & Palmer held 1,000 shares of Fortrea Holdings worth $19.9K as of Q3 2026.
  • Atwood & Palmer left its Fortrea Holdings share count unchanged in Q3 2026.
  • Fortrea Holdings made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #343 holding.
  • Atwood & Palmer first reported a position in Fortrea Holdings in Q3 2023 and has held it in 13 quarters since.
  • Atwood & Palmer's Fortrea Holdings position peaked at $40.1K in Q1 2024.
  • 12 funds tracked by Wall St. Rank held Fortrea Holdings as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.