CI
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CX Institutional’s Fortrea Holdings FTRE Stock Holding History

CX Institutional’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
Q3 		$1K Buy
+26
New +$482 ﹤0.01% 1617
2025
Q2 		– Sell
-184
Closed -$1K – 1226
2025
Q1 		$1K Buy
+184
New +$2.6K ﹤0.01% 1169

Other funds holding FTRE

AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

CX Institutional's FTRE Position: Q3 2026 in Review

CX Institutional opened a new position in Fortrea Holdings (FTRE) in Q3 2026: 26 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1617 among its holdings. This is a return to the name: CX Institutional previously reported a position in FTRE as recently as Q1 2025.

CX Institutional first reported a position in FTRE in Q1 2025 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold FTRE as of Q3 2026.

  • CX Institutional held 26 shares of Fortrea Holdings worth $1K as of Q3 2026.
  • Fortrea Holdings was a new CX Institutional position in Q3 2026.
  • Fortrea Holdings made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1617 holding.
  • CX Institutional first reported a position in Fortrea Holdings in Q1 2025 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held Fortrea Holdings as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.