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JPL Wealth Management’s Fortrea Holdings FTRE Stock Holding History

JPL 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
Q1 		$858 Buy
+91
New +$1.17K ﹤0.01% 1254
2025
Q4 		– Sell
-91
Closed -$767 – 492
2025
Q3 		$767 Buy
+91
New +$697 ﹤0.01% 1030

Other funds holding FTRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

JPL Wealth Management's FTRE Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Fortrea Holdings (FTRE) in Q1 2026: 91 shares worth $858. The stake represents ﹤0.01% of the portfolio and ranks #1254 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in FTRE as recently as Q3 2025.

JPL Wealth Management first reported a position in FTRE in Q3 2025 and has held it in 2 quarters since. 328 funds tracked by Wall St. Rank hold FTRE as of Q1 2026.

  • JPL Wealth Management held 91 shares of Fortrea Holdings worth $858 as of Q1 2026.
  • Fortrea Holdings was a new JPL Wealth Management position in Q1 2026.
  • Fortrea Holdings made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #1254 holding.
  • JPL Wealth Management first reported a position in Fortrea Holdings in Q3 2025 and has held it in 2 quarters since.
  • 328 funds tracked by Wall St. Rank held Fortrea Holdings as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.