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HB Wealth Management’s Fortress Biotech FBIO Stock Holding History

HB Wealth Management’s Portfolio FBIO Stock Details FBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$357K Sell
116,675
-3,500
-3% -$9.03K ﹤0.01% 1276
2026
Q1 		$335K Hold
120,175
– – ﹤0.01% 1164
2025
Q4 		$440K Hold
120,175
– – ﹤0.01% 959
2025
Q3 		$444K Buy
+120,175
New +$304K ﹤0.01% 915
2025
Q2 		– Sell
-113,350
Closed -$177K – 1204
2025
Q1 		$177K Buy
113,350
+6,500
+6% +$11.5K ﹤0.01% 1150
2024
Q4 		$232K Buy
106,850
+51,517
+93% +$93.4K ﹤0.01% 913
2024
Q3 		$80K Buy
+55,333
New +$105K ﹤0.01% 938

Other funds holding FBIO

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
OM
Opaleye Management Boston, Massachusetts $1.1B AUM 197.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
SAM
Shikiar Asset Management New York $396M AUM 41.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

HB Wealth Management's FBIO Position: Q2 2026 in Review

HB Wealth Management reduced its Fortress Biotech (FBIO) stake by 2.9% in Q2 2026, selling an estimated $9.03K and leaving 116,675 shares worth $357K. The position accounts for ﹤0.01% of the portfolio, ranked #1276.

HB Wealth Management first reported a position in FBIO in Q3 2024 and has held it in 7 quarters since. The position peaked at $444K in Q3 2025. 55 funds tracked by Wall St. Rank hold FBIO as of Q2 2026.

  • HB Wealth Management held 116,675 shares of Fortress Biotech worth $357K as of Q2 2026.
  • HB Wealth Management sold 3,500 Fortress Biotech shares in Q2 2026, an estimated $9.03K.
  • Fortress Biotech made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1276 holding.
  • HB Wealth Management first reported a position in Fortress Biotech in Q3 2024 and has held it in 7 quarters since.
  • HB Wealth Management's Fortress Biotech position peaked at $444K in Q3 2025.
  • 55 funds tracked by Wall St. Rank held Fortress Biotech as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.