Envestnet Asset Management
FBRX icon

Envestnet Asset Management’s Forte Biosciences FBRX Stock Holding History

Envestnet Asset Management’s Portfolio FBRX Stock Details FBRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$640K Buy
30,108
+1,411
+5% +$33.5K ﹤0.01% 3908
2026
Q1 		$743K Buy
28,697
+9,199
+47% +$265K ﹤0.01% 3655
2025
Q4 		$532K Sell
19,498
-3,849
-16% -$67.5K ﹤0.01% 3662
2025
Q3 		$350K Buy
23,347
+4,491
+24% +$51.7K ﹤0.01% 3985
2025
Q2 		$244K Buy
+18,856
New +$162K ﹤0.01% 4138

Other funds holding FBRX

Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AAA
Affinity Asset Advisors New York $2.21B AUM 431.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
IHAM
Integral Health Asset Management New York $2.53B AUM 154.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CS
Candriam SCA Strassen, Luxembourg, Luxembourg $22.2B AUM 58.34% 1-Year Est. Return

Envestnet Asset Management's FBRX Position: Q2 2026 in Review

Envestnet Asset Management increased its Forte Biosciences (FBRX) stake by 4.9% in Q2 2026, buying an estimated $33.5K and bringing the position to 30,108 shares worth $640K. The position accounts for ﹤0.01% of the portfolio, ranked #3908.

Envestnet Asset Management first reported a position in FBRX in Q2 2025 and has held it in 5 quarters since. The position peaked at $743K in Q1 2026. 57 funds tracked by Wall St. Rank hold FBRX as of Q2 2026.

  • Envestnet Asset Management held 30,108 shares of Forte Biosciences worth $640K as of Q2 2026.
  • Envestnet Asset Management bought 1,411 Forte Biosciences shares in Q2 2026, an estimated $33.5K.
  • Forte Biosciences made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3908 holding.
  • Envestnet Asset Management first reported a position in Forte Biosciences in Q2 2025 and has held it in 5 quarters since.
  • Envestnet Asset Management's Forte Biosciences position peaked at $743K in Q1 2026.
  • 57 funds tracked by Wall St. Rank held Forte Biosciences as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.