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
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 $5.7T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
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