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 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

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

Ardsley Advisory Partners Stamford, Connecticut $921M AUM 207.76% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

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

Torren Management San Diego, California $197M AUM

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return