Iron Horse Wealth Management’s Fortrea Holdings FTRE Stock Holding History

Iron Horse 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
2025 Q2	$128	Hold	26	–	–	﹤0.01%	572
2025 Q1	$196	Hold	26	–	–	﹤0.01%	580
2024 Q4	$485	Hold	26	–	–	﹤0.01%	464
2024 Q3	$520	Hold	26	–	–	﹤0.01%	463
2024 Q2	$607	Hold	26	–	–	﹤0.01%	437
2024 Q1	$1.04K	Hold	26	–	–	﹤0.01%	397
2023 Q4	$907	Hold	26	–	–	﹤0.01%	437
2023 Q3	$743	Buy	+26	New	+$769	﹤0.01%	451

Other funds holding FTRE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Iron Horse Wealth Management's FTRE Position: Q2 2025 in Review

Iron Horse Wealth Management held its Fortrea Holdings (FTRE) position steady in Q2 2025 at 26 shares worth $128. The position accounts for ﹤0.01% of the portfolio, ranked #572.

Iron Horse Wealth Management first reported a position in FTRE in Q3 2023 and has held it in 8 quarters since. The position peaked at $1.04K in Q1 2024. 339 funds tracked by Wall St. Rank hold FTRE as of Q2 2025.

Iron Horse Wealth Management held 26 shares of Fortrea Holdings worth $128 as of Q2 2025.
Iron Horse Wealth Management left its Fortrea Holdings share count unchanged in Q2 2025.
Fortrea Holdings made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #572 holding.
Iron Horse Wealth Management first reported a position in Fortrea Holdings in Q3 2023 and has held it in 8 quarters since.
Iron Horse Wealth Management's Fortrea Holdings position peaked at $1.04K in Q1 2024.
339 funds tracked by Wall St. Rank held Fortrea Holdings as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.