Creative Planning
FTRE icon

Creative Planning’s Fortrea Holdings FTRE Stock Holding History

Creative Planning’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 		$2.01M Buy
115,677
+13,540
+13% +$183K ﹤0.01% 2080
2026
Q1 		$962K Buy
102,137
+14,282
+16% +$184K ﹤0.01% 2499
2025
Q4 		$1.52M Buy
87,855
+11,193
+15% +$138K ﹤0.01% 1945
2025
Q3 		$645K Buy
76,662
+26,207
+52% +$201K ﹤0.01% 2513
2025
Q2 		$249K Buy
50,455
+40,350
+399% +$217K ﹤0.01% 3058
2025
Q1 		$76.3K Buy
10,105
+10,096
+112,178% +$143K ﹤0.01% 3291
2024
Q4 		$168 Buy
+9
New +$175 ﹤0.01% 3574
2024
Q2 		– Sell
-7,901
Closed -$317K – 3108
2024
Q1 		$317K Sell
7,901
-178
-2% -$6.17K ﹤0.01% 2204
2023
Q4 		$282K Buy
8,079
+68
+0.8% +$2.08K ﹤0.01% 2137
2023
Q3 		$229K Buy
+8,011
New +$237K ﹤0.01% 2140

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

Creative Planning's FTRE Position: Q2 2026 in Review

Creative Planning increased its Fortrea Holdings (FTRE) stake by 13% in Q2 2026, buying an estimated $183K and bringing the position to 115,677 shares worth $2.01M. The position accounts for ﹤0.01% of the portfolio, ranked #2080.

Creative Planning first reported a position in FTRE in Q3 2023 and has held it in 10 quarters since. 333 funds tracked by Wall St. Rank hold FTRE as of Q2 2026.

  • Creative Planning held 115,677 shares of Fortrea Holdings worth $2.01M as of Q2 2026.
  • Creative Planning bought 13,540 Fortrea Holdings shares in Q2 2026, an estimated $183K.
  • Fortrea Holdings made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2080 holding.
  • Creative Planning first reported a position in Fortrea Holdings in Q3 2023 and has held it in 10 quarters since.
  • 333 funds tracked by Wall St. Rank held Fortrea Holdings as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.