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Gem Investment Advisors’s Fortrea Holdings FTRE Stock Holding History

Gem Investment 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 		$239K Sell
13,747
-4,550
-25% -$61.4K 0.15% 31
2026
Q1 		$172K Buy
+18,297
New +$235K 0.17% 30

Other funds holding FTRE

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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

Gem Investment Advisors's FTRE Position: Q2 2026 in Review

Gem Investment Advisors reduced its Fortrea Holdings (FTRE) stake by 25% in Q2 2026, selling an estimated $61.4K and leaving 13,747 shares worth $239K. The position accounts for 0.15% of the portfolio, ranked #31.

Gem Investment Advisors first reported a position in FTRE in Q1 2026 and has held it in 2 quarters since. 331 funds tracked by Wall St. Rank hold FTRE as of Q2 2026.

  • Gem Investment Advisors held 13,747 shares of Fortrea Holdings worth $239K as of Q2 2026.
  • Gem Investment Advisors sold 4,550 Fortrea Holdings shares in Q2 2026, an estimated $61.4K.
  • Fortrea Holdings made up 0.15% of Gem Investment Advisors's portfolio in Q2 2026, its #31 holding.
  • Gem Investment Advisors first reported a position in Fortrea Holdings in Q1 2026 and has held it in 2 quarters since.
  • 331 funds tracked by Wall St. Rank held Fortrea Holdings as of Q2 2026.

Based on Gem Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.