BFS
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Beacon Financial Strategies’s Fortrea Holdings FTRE Stock Holding History

Beacon Financial Strategies’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 		$2.26K Hold
130
– – ﹤0.01% 192
2026
Q1 		$1.23K Hold
130
– – ﹤0.01% 167
2025
Q4 		$2.24K Buy
+130
New +$1.61K ﹤0.01% 168

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SC
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Vanguard Capital Management
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Vanguard Portfolio Management
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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CM
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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

Beacon Financial Strategies's FTRE Position: Q2 2026 in Review

Beacon Financial Strategies held its Fortrea Holdings (FTRE) position steady in Q2 2026 at 130 shares worth $2.26K. The position accounts for ﹤0.01% of the portfolio, ranked #192.

Beacon Financial Strategies first reported a position in FTRE in Q4 2025 and has held it in 3 quarters since. 333 funds tracked by Wall St. Rank hold FTRE as of Q2 2026.

  • Beacon Financial Strategies held 130 shares of Fortrea Holdings worth $2.26K as of Q2 2026.
  • Beacon Financial Strategies left its Fortrea Holdings share count unchanged in Q2 2026.
  • Fortrea Holdings made up ﹤0.01% of Beacon Financial Strategies's portfolio in Q2 2026, its #192 holding.
  • Beacon Financial Strategies first reported a position in Fortrea Holdings in Q4 2025 and has held it in 3 quarters since.
  • 333 funds tracked by Wall St. Rank held Fortrea Holdings as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.