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Dynamic Wealth Strategies’s Fortrea Holdings FTRE Stock Holding History

Dynamic Wealth Strategies’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 		– Sell
-40
Closed -$337 – 252
2025
Q3 		$337 Hold
40
– – ﹤0.01% 239
2025
Q2 		$198 Hold
40
– – ﹤0.01% 232
2025
Q1 		$302 Buy
+40
New +$565 ﹤0.01% 232
2024
Q4 		– Sell
-40
Closed -$1K – 129
2024
Q3 		$1K Hold
40
– – ﹤0.01% 227
2024
Q2 		$1K Hold
40
– – ﹤0.01% 236
2024
Q1 		$2K Sell
40
-49
-55% -$1.7K ﹤0.01% 236
2023
Q4 		$3.11K Buy
+89
New +$2.72K ﹤0.01% 234

Other funds holding FTRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Dynamic Wealth Strategies's FTRE Position: Q4 2025 in Review

Dynamic Wealth Strategies sold out of Fortrea Holdings (FTRE) in Q4 2025, closing a stake of 40 shares — an estimated $337 sold.

Dynamic Wealth Strategies first reported a position in FTRE in Q4 2023 and held it in 7 quarters. The position peaked at $3.11K in Q4 2023. 349 funds tracked by Wall St. Rank hold FTRE as of Q4 2025.

  • Dynamic Wealth Strategies reported no remaining Fortrea Holdings position as of Q4 2025 after selling out during the quarter.
  • Dynamic Wealth Strategies sold 40 Fortrea Holdings shares in Q4 2025, an estimated $337.
  • Dynamic Wealth Strategies first reported a position in Fortrea Holdings in Q4 2023 and held it in 7 quarters.
  • Dynamic Wealth Strategies's Fortrea Holdings position peaked at $3.11K in Q4 2023.
  • 349 funds tracked by Wall St. Rank held Fortrea Holdings as of Q4 2025.

Based on Dynamic Wealth Strategies's 13F filing for Q4 2025, filed 4 Feb 2026.