HIA
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Harbor Investment Advisory’s Fortrea Holdings FTRE Stock Holding History

Harbor Investment Advisory’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
Q1 		– Sell
-500
Closed -$8.63K – 1274
2025
Q4 		$8.63K Hold
500
– – ﹤0.01% 965
2025
Q3 		$4.21K Hold
500
– – ﹤0.01% 1026
2025
Q2 		$2.47K Hold
500
– – ﹤0.01% 1068
2025
Q1 		$3.77K Hold
500
– – ﹤0.01% 1011
2024
Q4 		$9.32K Hold
500
– – ﹤0.01% 884
2024
Q3 		$10K Hold
500
– – ﹤0.01% 868
2024
Q2 		$11.7K Hold
500
– – ﹤0.01% 827
2024
Q1 		$20.1K Hold
500
– – ﹤0.01% 737
2023
Q4 		$17.4K Sell
500
-793
-61% -$24.2K ﹤0.01% 738
2023
Q3 		$37K Buy
+1,293
New +$38.3K ﹤0.01% 592

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CM
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SC
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State Street
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VCM
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VPM
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AQR Capital Management
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return