FFO
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Fortitude Family Office’s Fortrea Holdings FTRE Stock Holding History

Fortitude Family Office’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
Q3 		$27.2K Sell
1,365
-282
-17% -$5.23K ﹤0.01% 697
2026
Q2 		$28.7K Buy
+1,647
New +$22.2K 0.01% 428
2025
Q2 		– Sell
-28
Closed -$211 – 2065
2025
Q1 		$211 Hold
28
– – ﹤0.01% 1114
2024
Q4 		$522 Hold
28
– – ﹤0.01% 1213
2024
Q3 		$560 Hold
28
– – ﹤0.01% 1155
2024
Q2 		$654 Sell
28
-121
-81% -$3.76K ﹤0.01% 911
2024
Q1 		$5.98K Hold
149
– – ﹤0.01% 531
2023
Q4 		$5.2K Buy
+149
New +$4.55K ﹤0.01% 610

Other funds holding FTRE

AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $717M AUM 30.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Fortitude Family Office's FTRE Position: Q3 2026 in Review

Fortitude Family Office reduced its Fortrea Holdings (FTRE) stake by 17% in Q3 2026, selling an estimated $5.23K and leaving 1,365 shares worth $27.2K. The position accounts for ﹤0.01% of the portfolio, ranked #697.

Fortitude Family Office first reported a position in FTRE in Q4 2023 and has held it in 8 quarters since. The position peaked at $28.7K in Q2 2026. 25 funds tracked by Wall St. Rank hold FTRE as of Q3 2026.

  • Fortitude Family Office held 1,365 shares of Fortrea Holdings worth $27.2K as of Q3 2026.
  • Fortitude Family Office sold 282 Fortrea Holdings shares in Q3 2026, an estimated $5.23K.
  • Fortrea Holdings made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #697 holding.
  • Fortitude Family Office first reported a position in Fortrea Holdings in Q4 2023 and has held it in 8 quarters since.
  • Fortitude Family Office's Fortrea Holdings position peaked at $28.7K in Q2 2026.
  • 25 funds tracked by Wall St. Rank held Fortrea Holdings as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.