CIBC Private Wealth Group’s Fortrea Holdings FTRE Stock Holding History

CIBC Private Wealth Group’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 Q4	$44.6K	Sell	2,584 -9,917	-79%	-$123K	﹤0.01%	1835
2025 Q3	$105K	Hold	12,501	–	–	﹤0.01%	1465
2025 Q2	$61.8K	Hold	12,501	–	–	﹤0.01%	1580
2025 Q1	$71.3K	Sell	12,501 -13	-0.1%	-$184	﹤0.01%	1493
2024 Q4	$230K	Sell	12,514 -1	-0%	-$19	﹤0.01%	1101
2024 Q3	$250K	Sell	12,515 -347	-3%	-$8.15K	﹤0.01%	1090
2024 Q2	$298K	Buy	12,862 +1,002	+8%	+$31.1K	﹤0.01%	953
2024 Q1	$475K	Sell	11,860 -652	-5%	-$22.6K	﹤0.01%	849
2023 Q4	$437K	Buy	12,512 +15	+0.1%	+$459	﹤0.01%	833
2023 Q3	$357K	Buy	+12,497	New	+$370K	﹤0.01%	835

Other funds holding FTRE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

CIBC Private Wealth Group's FTRE Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Fortrea Holdings (FTRE) stake by 79% in Q4 2025, selling an estimated $123K and leaving 2,584 shares worth $44.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1835.

CIBC Private Wealth Group first reported a position in FTRE in Q3 2023 and has held it in 10 quarters since. The position peaked at $475K in Q1 2024. 349 funds tracked by Wall St. Rank hold FTRE as of Q4 2025.

CIBC Private Wealth Group held 2,584 shares of Fortrea Holdings worth $44.6K as of Q4 2025.
CIBC Private Wealth Group sold 9,917 Fortrea Holdings shares in Q4 2025, an estimated $123K.
Fortrea Holdings made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1835 holding.
CIBC Private Wealth Group first reported a position in Fortrea Holdings in Q3 2023 and has held it in 10 quarters since.
CIBC Private Wealth Group's Fortrea Holdings position peaked at $475K in Q1 2024.
349 funds tracked by Wall St. Rank held Fortrea Holdings as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.