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Hughes Financial Services’s Fortrea Holdings FTRE Stock Holding History

Hughes Financial Services’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
2025
Q2 		– Sell
-46
Closed -$324 – 1115
2025
Q1 		$324 Buy
+46
New +$650 ﹤0.01% 1031

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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Hughes Financial Services's FTRE Position: Q2 2025 in Review

Hughes Financial Services sold out of Fortrea Holdings (FTRE) in Q2 2025, closing a stake of 46 shares — an estimated $324 sold.

Hughes Financial Services first reported a position in FTRE in Q1 2025 and held it in 1 quarter. The position peaked at $324 in Q1 2025. 339 funds tracked by Wall St. Rank hold FTRE as of Q2 2025.

  • Hughes Financial Services reported no remaining Fortrea Holdings position as of Q2 2025 after selling out during the quarter.
  • Hughes Financial Services sold 46 Fortrea Holdings shares in Q2 2025, an estimated $324.
  • Hughes Financial Services first reported a position in Fortrea Holdings in Q1 2025 and held it in 1 quarter.
  • Hughes Financial Services's Fortrea Holdings position peaked at $324 in Q1 2025.
  • 339 funds tracked by Wall St. Rank held Fortrea Holdings as of Q2 2025.

Based on Hughes Financial Services's 13F filing for Q2 2025, filed 7 Aug 2025.