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Elevation Wealth Partners’s Fortrea Holdings FTRE Stock Holding History

Elevation Wealth Partners’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
Q2 		– Sell
-540
Closed -$4.08K – 494
2025
Q1 		$4.08K Sell
540
-100
-16% -$1.41K ﹤0.01% 421
2024
Q4 		$11.9K Hold
640
– – 0.01% 357
2024
Q3 		$12.8K Sell
640
-120
-16% -$2.82K 0.01% 337
2024
Q2 		$17.7K Hold
760
– – 0.01% 300
2024
Q1 		$30.5K Hold
760
– – 0.02% 266
2023
Q4 		$21.7K Buy
+760
New +$23.2K 0.01% 277

Other funds holding FTRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $871B AUM 31.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Elevation Wealth Partners's FTRE Position: Q2 2025 in Review

Elevation Wealth Partners sold out of Fortrea Holdings (FTRE) in Q2 2025, closing a stake of 540 shares — an estimated $4.08K sold.

Elevation Wealth Partners first reported a position in FTRE in Q4 2023 and held it in 6 quarters. The position peaked at $30.5K in Q1 2024. 339 funds tracked by Wall St. Rank hold FTRE as of Q2 2025.

  • Elevation Wealth Partners reported no remaining Fortrea Holdings position as of Q2 2025 after selling out during the quarter.
  • Elevation Wealth Partners sold 540 Fortrea Holdings shares in Q2 2025, an estimated $4.08K.
  • Elevation Wealth Partners first reported a position in Fortrea Holdings in Q4 2023 and held it in 6 quarters.
  • Elevation Wealth Partners's Fortrea Holdings position peaked at $30.5K in Q1 2024.
  • 339 funds tracked by Wall St. Rank held Fortrea Holdings as of Q2 2025.

Based on Elevation Wealth Partners's 13F filing for Q2 2025, filed 8 Jul 2025.