Cerity Partners
FTRE icon

Cerity Partners’s Fortrea Holdings FTRE Stock Holding History

Cerity Partners’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 		$1.44M Buy
82,886
+2,739
+3% +$37K ﹤0.01% 1767
2026
Q1 		$755K Buy
80,147
+13,491
+20% +$173K ﹤0.01% 2029
2025
Q4 		$1.15M Buy
66,656
+2,948
+5% +$36.4K ﹤0.01% 1644
2025
Q3 		$537K Sell
63,708
-10,452
-14% -$80K ﹤0.01% 1926
2025
Q2 		$368K Buy
74,160
+45,189
+156% +$243K ﹤0.01% 2039
2025
Q1 		$219K Buy
28,971
+13,983
+93% +$197K ﹤0.01% 2172
2024
Q4 		$284K Sell
14,988
-155
-1% -$3.02K ﹤0.01% 2063
2024
Q3 		$303K Buy
15,143
+1,141
+8% +$26.8K ﹤0.01% 2056
2024
Q2 		$327K Sell
14,002
-1,990
-12% -$61.8K ﹤0.01% 1770
2024
Q1 		$642K Buy
15,992
+2,953
+23% +$102K ﹤0.01% 1482
2023
Q4 		$455K Buy
13,039
+3,155
+32% +$96.5K ﹤0.01% 1310
2023
Q3 		$283K Sell
9,884
-23,176
-70% -$686K ﹤0.01% 1167
2023
Q2 		$0 Buy
+33,060
New +$1.1M ﹤0.01% 1754

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cerity Partners's FTRE Position: Q2 2026 in Review

Cerity Partners increased its Fortrea Holdings (FTRE) stake by 3.4% in Q2 2026, buying an estimated $37K and bringing the position to 82,886 shares worth $1.44M. The position accounts for ﹤0.01% of the portfolio, ranked #1767.

Cerity Partners first reported a position in FTRE in Q2 2023 and has held it in 13 quarters since. 311 funds tracked by Wall St. Rank hold FTRE as of Q2 2026.

  • Cerity Partners held 82,886 shares of Fortrea Holdings worth $1.44M as of Q2 2026.
  • Cerity Partners bought 2,739 Fortrea Holdings shares in Q2 2026, an estimated $37K.
  • Fortrea Holdings made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1767 holding.
  • Cerity Partners first reported a position in Fortrea Holdings in Q2 2023 and has held it in 13 quarters since.
  • 311 funds tracked by Wall St. Rank held Fortrea Holdings as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.