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Ausbil Investment Management’s Fortrea Holdings FTRE Stock Holding History

Ausbil Investment 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 		$4.04M Sell
229,826
-63,315
-22% -$855K 1.83% 20
2026
Q1 		$2.79M Buy
293,141
+68,428
+30% +$880K 1.39% 25
2025
Q4 		$3.88M Buy
224,713
+192,015
+587% +$2.37M 2.2% 19
2025
Q3 		$311K Buy
+32,698
New +$250K 0.17% 63

Other funds holding FTRE

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WG
Winton Group London, United Kingdom $3.09B AUM 40.4% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 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

Ausbil Investment Management's FTRE Position: Q2 2026 in Review

Ausbil Investment Management reduced its Fortrea Holdings (FTRE) stake by 22% in Q2 2026, selling an estimated $855K and leaving 229,826 shares worth $4.04M. The position accounts for 1.83% of the portfolio, ranked #20.

Ausbil Investment Management first reported a position in FTRE in Q3 2025 and has held it in 4 quarters since. 143 funds tracked by Wall St. Rank hold FTRE as of Q2 2026.

  • Ausbil Investment Management held 229,826 shares of Fortrea Holdings worth $4.04M as of Q2 2026.
  • Ausbil Investment Management sold 63,315 Fortrea Holdings shares in Q2 2026, an estimated $855K.
  • Fortrea Holdings made up 1.83% of Ausbil Investment Management's portfolio in Q2 2026, its #20 holding.
  • Ausbil Investment Management first reported a position in Fortrea Holdings in Q3 2025 and has held it in 4 quarters since.
  • 143 funds tracked by Wall St. Rank held Fortrea Holdings as of Q2 2026.

Based on Ausbil Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.