JFS Wealth Advisors’s Fortrea Holdings FTRE Stock Holding History

JFS Wealth 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	$192	Buy	+11	New	+$149	﹤0.01%	2158
2024 Q4	–	Sell	-1	Closed	-$11	–	1966
2024 Q3	$11	Sell	1 -5	-83%	-$117	﹤0.01%	1958
2024 Q2	$130	Sell	6 -1	-14%	-$31	﹤0.01%	1914
2024 Q1	$263	Buy	7 +1	+17%	+$35	﹤0.01%	1869
2023 Q4	$210	Buy	+6	New	+$183	﹤0.01%	1899

Other funds holding FTRE

AIM

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

CCM

Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

JFS Wealth Advisors's FTRE Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Fortrea Holdings (FTRE) in Q2 2026: 11 shares worth $192. The stake represents ﹤0.01% of the portfolio and ranks #2158 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in FTRE as recently as Q3 2024.

JFS Wealth Advisors first reported a position in FTRE in Q4 2023 and has held it in 5 quarters since. The position peaked at $263 in Q1 2024. 36 funds tracked by Wall St. Rank hold FTRE as of Q2 2026.

JFS Wealth Advisors held 11 shares of Fortrea Holdings worth $192 as of Q2 2026.
Fortrea Holdings was a new JFS Wealth Advisors position in Q2 2026.
Fortrea Holdings made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2158 holding.
JFS Wealth Advisors first reported a position in Fortrea Holdings in Q4 2023 and has held it in 5 quarters since.
JFS Wealth Advisors's Fortrea Holdings position peaked at $263 in Q1 2024.
36 funds tracked by Wall St. Rank held Fortrea Holdings as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.