EWA
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EverSource Wealth Advisors’s Fortrea Holdings FTRE Stock Holding History

EverSource Wealth Advisors’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
2026
Q2 		$155K Sell
8,903
-2,033
-19% -$27.4K 0.01% 1153
2026
Q1 		$103K Buy
10,936
+953
+10% +$12.3K ﹤0.01% 1409
2025
Q4 		$172K Buy
9,983
+19
+0.2% +$235 0.01% 1018
2025
Q3 		$83.9K Sell
9,964
-1,999
-17% -$15.3K ﹤0.01% 1380
2025
Q2 		$59.1K Buy
11,963
+10,395
+663% +$55.9K ﹤0.01% 1512
2025
Q1 		$11.8K Buy
1,568
+362
+30% +$5.11K ﹤0.01% 2019
2024
Q4 		$22.5K Sell
1,206
-169
-12% -$3.29K ﹤0.01% 1558
2024
Q3 		$27.5K Sell
1,375
-45
-3% -$1.06K ﹤0.01% 1334
2024
Q2 		$39.2K Sell
1,420
-594
-29% -$18.4K ﹤0.01% 1205
2024
Q1 		$73.7K Buy
2,014
+105
+6% +$3.64K 0.01% 827
2023
Q4 		$66.6K Buy
1,909
+175
+10% +$5.35K 0.01% 787
2023
Q3 		$49.6K Buy
+1,734
New +$51.3K 0.01% 810

Other funds holding FTRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EverSource Wealth Advisors's FTRE Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Fortrea Holdings (FTRE) stake by 19% in Q2 2026, selling an estimated $27.4K and leaving 8,903 shares worth $155K. The position accounts for 0.01% of the portfolio, ranked #1153.

EverSource Wealth Advisors first reported a position in FTRE in Q3 2023 and has held it in 12 quarters since. The position peaked at $172K in Q4 2025. 333 funds tracked by Wall St. Rank hold FTRE as of Q2 2026.

  • EverSource Wealth Advisors held 8,903 shares of Fortrea Holdings worth $155K as of Q2 2026.
  • EverSource Wealth Advisors sold 2,033 Fortrea Holdings shares in Q2 2026, an estimated $27.4K.
  • Fortrea Holdings made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1153 holding.
  • EverSource Wealth Advisors first reported a position in Fortrea Holdings in Q3 2023 and has held it in 12 quarters since.
  • EverSource Wealth Advisors's Fortrea Holdings position peaked at $172K in Q4 2025.
  • 333 funds tracked by Wall St. Rank held Fortrea Holdings as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.