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Evolve Private Wealth’s Fortrea Holdings FTRE Stock Holding History

Evolve Private Wealth’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 		$191K Sell
10,966
-5,809
-35% -$78.4K 0.01% 953
2026
Q1 		$158K Sell
16,775
-2,252
-12% -$28.9K 0.01% 957
2025
Q4 		$328K Buy
+19,027
New +$235K 0.02% 691

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

Evolve Private Wealth's FTRE Position: Q2 2026 in Review

Evolve Private Wealth reduced its Fortrea Holdings (FTRE) stake by 35% in Q2 2026, selling an estimated $78.4K and leaving 10,966 shares worth $191K. The position accounts for 0.01% of the portfolio, ranked #953.

Evolve Private Wealth first reported a position in FTRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $328K in Q4 2025. 333 funds tracked by Wall St. Rank hold FTRE as of Q2 2026.

  • Evolve Private Wealth held 10,966 shares of Fortrea Holdings worth $191K as of Q2 2026.
  • Evolve Private Wealth sold 5,809 Fortrea Holdings shares in Q2 2026, an estimated $78.4K.
  • Fortrea Holdings made up 0.01% of Evolve Private Wealth's portfolio in Q2 2026, its #953 holding.
  • Evolve Private Wealth first reported a position in Fortrea Holdings in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Fortrea Holdings position peaked at $328K in Q4 2025.
  • 333 funds tracked by Wall St. Rank held Fortrea Holdings as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.