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Bruce G. Allen Investments’s Fortrea Holdings FTRE Stock Holding History

Bruce G. Allen Investments’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
2025
Q2 		– Sell
-34
Closed -$257 – 1104
2025
Q1 		$257 Buy
+34
New +$480 ﹤0.01% 1033
2024
Q4 		– Sell
-17
Closed -$340 – 1114
2024
Q3 		$340 Sell
17
-33
-66% -$775 ﹤0.01% 1025
2024
Q2 		$1.17K Buy
50
+37
+285% +$1.15K ﹤0.01% 752
2024
Q1 		$522 Hold
13
– – ﹤0.01% 854
2023
Q4 		$454 Buy
+13
New +$397 ﹤0.01% 915

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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Bruce G. Allen Investments's FTRE Position: Q2 2025 in Review

Bruce G. Allen Investments sold out of Fortrea Holdings (FTRE) in Q2 2025, closing a stake of 34 shares — an estimated $257 sold.

Bruce G. Allen Investments first reported a position in FTRE in Q4 2023 and held it in 5 quarters. The position peaked at $1.17K in Q2 2024. 339 funds tracked by Wall St. Rank hold FTRE as of Q2 2025.

  • Bruce G. Allen Investments reported no remaining Fortrea Holdings position as of Q2 2025 after selling out during the quarter.
  • Bruce G. Allen Investments sold 34 Fortrea Holdings shares in Q2 2025, an estimated $257.
  • Bruce G. Allen Investments first reported a position in Fortrea Holdings in Q4 2023 and held it in 5 quarters.
  • Bruce G. Allen Investments's Fortrea Holdings position peaked at $1.17K in Q2 2024.
  • 339 funds tracked by Wall St. Rank held Fortrea Holdings as of Q2 2025.

Based on Bruce G. Allen Investments's 13F filing for Q2 2025, filed 9 Jul 2025.