EWM
FTRE icon

Evermay Wealth Management’s Fortrea Holdings FTRE Stock Holding History

Evermay Wealth Management’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
-37
Closed -$312 – 582
2025
Q3 		$312 Hold
37
– – ﹤0.01% 529
2025
Q2 		$183 Sell
37
-100
-73% -$538 ﹤0.01% 553
2025
Q1 		$1.03K Hold
137
– – ﹤0.01% 533
2024
Q4 		$2.56K Sell
137
-87
-39% -$1.7K ﹤0.01% 510
2024
Q3 		$4.48K Hold
224
– – ﹤0.01% 511
2024
Q2 		$5.23K Hold
224
– – ﹤0.01% 494
2024
Q1 		$8.99K Sell
224
-1,035
-82% -$35.9K ﹤0.01% 480
2023
Q4 		$43.9K Sell
1,259
-263
-17% -$8.04K 0.01% 337
2023
Q3 		$43.5K Buy
+1,522
New +$45K 0.01% 318

Other funds holding FTRE

BlackRock
BlackRock New York $5.7T 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 $761B AUM 31.28% 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 $5.26B AUM 47.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return