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Bartlett & Co Wealth Management’s Fortrea Holdings FTRE Stock Holding History

Bartlett & Co 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
2026
Q2 		$18.6K Hold
1,071
– – ﹤0.01% 903
2026
Q1 		$13.1K Sell
1,071
-181
-14% -$2.33K ﹤0.01% 882
2025
Q4 		$21.6K Sell
1,252
-310
-20% -$3.83K ﹤0.01% 810
2025
Q3 		$13.2K Buy
1,562
+243
+18% +$1.86K ﹤0.01% 883
2025
Q2 		$6.52K Hold
1,319
– – ﹤0.01% 964
2025
Q1 		$9.96K Hold
1,319
– – ﹤0.01% 909
2024
Q4 		$24.6K Sell
1,319
-739
-36% -$14.4K ﹤0.01% 778
2024
Q3 		$41.2K Buy
2,058
+45
+2% +$1.06K ﹤0.01% 695
2024
Q2 		$47K Sell
2,013
-1,474
-42% -$45.8K ﹤0.01% 670
2024
Q1 		$140K Sell
3,487
-5,933
-63% -$206K ﹤0.01% 503
2023
Q4 		$332K Sell
9,420
-12,289
-57% -$376K 0.01% 401
2023
Q3 		$621K Buy
+21,709
New +$642K 0.01% 310

Other funds holding FTRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bartlett & Co Wealth Management's FTRE Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its Fortrea Holdings (FTRE) position steady in Q2 2026 at 1,071 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #903.

Bartlett & Co Wealth Management first reported a position in FTRE in Q3 2023 and has held it in 12 quarters since. The position peaked at $621K in Q3 2023. 333 funds tracked by Wall St. Rank hold FTRE as of Q2 2026.

  • Bartlett & Co Wealth Management held 1,071 shares of Fortrea Holdings worth $18.6K as of Q2 2026.
  • Bartlett & Co Wealth Management left its Fortrea Holdings share count unchanged in Q2 2026.
  • Fortrea Holdings made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #903 holding.
  • Bartlett & Co Wealth Management first reported a position in Fortrea Holdings in Q3 2023 and has held it in 12 quarters since.
  • Bartlett & Co Wealth Management's Fortrea Holdings position peaked at $621K in Q3 2023.
  • 333 funds tracked by Wall St. Rank held Fortrea Holdings as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.