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Callan Family Office’s Fortrea Holdings FTRE Stock Holding History

Callan Family Office’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 		$233K Buy
13,372
+126
+1% +$1.7K ﹤0.01% 1084
2026
Q1 		$125K Sell
13,246
-3,364
-20% -$43.2K ﹤0.01% 1084
2025
Q4 		$287K Buy
+16,610
New +$205K 0.01% 941

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

Callan Family Office's FTRE Position: Q2 2026 in Review

Callan Family Office increased its Fortrea Holdings (FTRE) stake by 0.95% in Q2 2026, buying an estimated $1.7K and bringing the position to 13,372 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #1084.

Callan Family Office first reported a position in FTRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $287K in Q4 2025. 333 funds tracked by Wall St. Rank hold FTRE as of Q2 2026.

  • Callan Family Office held 13,372 shares of Fortrea Holdings worth $233K as of Q2 2026.
  • Callan Family Office bought 126 Fortrea Holdings shares in Q2 2026, an estimated $1.7K.
  • Fortrea Holdings made up ﹤0.01% of Callan Family Office's portfolio in Q2 2026, its #1084 holding.
  • Callan Family Office first reported a position in Fortrea Holdings in Q4 2025 and has held it in 3 quarters since.
  • Callan Family Office's Fortrea Holdings position peaked at $287K in Q4 2025.
  • 333 funds tracked by Wall St. Rank held Fortrea Holdings as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.