Cetera Investment Advisers
FTRE icon

Cetera Investment Advisers’s Fortrea Holdings FTRE Stock Holding History

Cetera Investment Advisers’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
Q1 		$181K Sell
19,184
-2,914
-13% -$37.5K ﹤0.01% 4314
2025
Q4 		$381K Buy
22,098
+2,079
+10% +$25.7K ﹤0.01% 3672
2025
Q3 		$169K Buy
20,019
+5,419
+37% +$41.5K ﹤0.01% 4195
2025
Q2 		$72.1K Sell
14,600
-1,372
-9% -$7.38K ﹤0.01% 3935
2025
Q1 		$121K Buy
15,972
+4,126
+35% +$58.3K ﹤0.01% 3732
2024
Q4 		$221K Sell
11,846
-741
-6% -$14.4K ﹤0.01% 3356
2024
Q3 		$252K Sell
12,587
-2,291
-15% -$53.8K ﹤0.01% 3213
2024
Q2 		$347K Sell
14,878
-2,366
-14% -$73.4K ﹤0.01% 2907
2024
Q1 		$692K Buy
17,244
+10,785
+167% +$374K ﹤0.01% 2356
2023
Q4 		$225K Buy
+6,459
New +$197K ﹤0.01% 1969

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Goldman Sachs
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CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
SC
Sessa Capital New York $5.26B AUM 47.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return