EWM
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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 – 580
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 $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

Evermay Wealth Management's FTRE Position: Q4 2025 in Review

Evermay Wealth Management sold out of Fortrea Holdings (FTRE) in Q4 2025, closing a stake of 37 shares — an estimated $312 sold.

Evermay Wealth Management first reported a position in FTRE in Q3 2023 and held it in 9 quarters. The position peaked at $43.9K in Q4 2023. 349 funds tracked by Wall St. Rank hold FTRE as of Q4 2025.

  • Evermay Wealth Management reported no remaining Fortrea Holdings position as of Q4 2025 after selling out during the quarter.
  • Evermay Wealth Management sold 37 Fortrea Holdings shares in Q4 2025, an estimated $312.
  • Evermay Wealth Management first reported a position in Fortrea Holdings in Q3 2023 and held it in 9 quarters.
  • Evermay Wealth Management's Fortrea Holdings position peaked at $43.9K in Q4 2023.
  • 349 funds tracked by Wall St. Rank held Fortrea Holdings as of Q4 2025.

Based on Evermay Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.