HB Wealth Management
FTRE icon

HB Wealth Management’s Fortrea Holdings FTRE Stock Holding History

HB Wealth Management’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 		$221K Buy
11,096
+910
+9% +$16.9K ﹤0.01% 1663
2026
Q2 		$177K Buy
+10,186
New +$138K ﹤0.01% 1611

Other funds holding FTRE

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Penn Capital Management
Penn Capital Management Philadelphia, Pennsylvania $1.37B AUM 42.56% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Ausbil Investment Management
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $717M AUM 30.06% 1-Year Est. Return
PIM
Pullen Investment Management Bradenton, Florida $209M AUM 23.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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

HB Wealth Management's FTRE Position: Q3 2026 in Review

HB Wealth Management increased its Fortrea Holdings (FTRE) stake by 8.9% in Q3 2026, buying an estimated $16.9K and bringing the position to 11,096 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #1663.

HB Wealth Management first reported a position in FTRE in Q2 2026 and has held it in 2 quarters since. 118 funds tracked by Wall St. Rank hold FTRE as of Q3 2026.

  • HB Wealth Management held 11,096 shares of Fortrea Holdings worth $221K as of Q3 2026.
  • HB Wealth Management bought 910 Fortrea Holdings shares in Q3 2026, an estimated $16.9K.
  • Fortrea Holdings made up ﹤0.01% of HB Wealth Management's portfolio in Q3 2026, its #1663 holding.
  • HB Wealth Management first reported a position in Fortrea Holdings in Q2 2026 and has held it in 2 quarters since.
  • 118 funds tracked by Wall St. Rank held Fortrea Holdings as of Q3 2026.

Based on HB Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.