Institute for Wealth Management’s Fortrea Holdings FTRE Stock Holding History

Institute for 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 Q2	$873	Buy	+50	New	+$675	﹤0.01%	1674

Other funds holding FTRE

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

EHI

Eagle Health Investments Greenwich, Connecticut $603M AUM 111.06% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Winton Group London, United Kingdom $3.09B AUM 40.4% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

AIM

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

Institute for Wealth Management's FTRE Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Fortrea Holdings (FTRE) in Q2 2026: 50 shares worth $873. The stake represents ﹤0.01% of the portfolio and ranks #1674 among its holdings.

150 funds tracked by Wall St. Rank hold FTRE as of Q2 2026.

Institute for Wealth Management held 50 shares of Fortrea Holdings worth $873 as of Q2 2026.
Fortrea Holdings was a new Institute for Wealth Management position in Q2 2026.
Fortrea Holdings made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1674 holding.
150 funds tracked by Wall St. Rank held Fortrea Holdings as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.