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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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. 20 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.
20 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.