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IFP Advisors’s Fortrea Holdings FTRE Stock Holding History

IFP 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 		$26.5K Buy
1,524
+81
+6% +$1.09K ﹤0.01% 2796
2026
Q1 		$13.6K Sell
1,443
-110
-7% -$1.41K ﹤0.01% 2999
2025
Q4 		$26.8K Buy
1,553
+12
+0.8% +$148 ﹤0.01% 2564
2025
Q3 		$13K Sell
1,541
-870
-36% -$6.66K ﹤0.01% 2774
2025
Q2 		$11.9K Buy
2,411
+2,274
+1,660% +$12.2K ﹤0.01% 2821
2025
Q1 		$1.03K Sell
137
-234
-63% -$3.31K ﹤0.01% 3330
2024
Q4 		$6.92K Buy
371
+212
+133% +$4.13K ﹤0.01% 2679
2024
Q3 		$3.18K Hold
159
– – ﹤0.01% 2801
2024
Q2 		$3.71K Buy
159
+134
+536% +$4.16K ﹤0.01% 2654
2024
Q1 		$1K Hold
25
– – ﹤0.01% 2868
2023
Q4 		$872 Sell
25
-39
-61% -$1.19K ﹤0.01% 2826
2023
Q3 		$1.83K Buy
+64
New +$1.89K ﹤0.01% 2863

Other funds holding FTRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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

IFP Advisors's FTRE Position: Q2 2026 in Review

IFP Advisors increased its Fortrea Holdings (FTRE) stake by 5.6% in Q2 2026, buying an estimated $1.09K and bringing the position to 1,524 shares worth $26.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2796.

IFP Advisors first reported a position in FTRE in Q3 2023 and has held it in 12 quarters since. The position peaked at $26.8K in Q4 2025. 333 funds tracked by Wall St. Rank hold FTRE as of Q2 2026.

  • IFP Advisors held 1,524 shares of Fortrea Holdings worth $26.5K as of Q2 2026.
  • IFP Advisors bought 81 Fortrea Holdings shares in Q2 2026, an estimated $1.09K.
  • Fortrea Holdings made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2796 holding.
  • IFP Advisors first reported a position in Fortrea Holdings in Q3 2023 and has held it in 12 quarters since.
  • IFP Advisors's Fortrea Holdings position peaked at $26.8K in Q4 2025.
  • 333 funds tracked by Wall St. Rank held Fortrea Holdings as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.