Key Financial Inc’s Fortrea Holdings FTRE Stock Holding History

Key Financial Inc’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	$9	Hold	1	–	–	﹤0.01%	1388
2025 Q4	$17	Sell	1 -200	-100%	-$2.47K	﹤0.01%	1434
2025 Q3	$1.91K	Hold	201	–	–	﹤0.01%	1197
2025 Q2	$993	Hold	201	–	–	﹤0.01%	1268
2025 Q1	$1.52K	Sell	201 -974	-83%	-$13.8K	﹤0.01%	1177
2024 Q4	$21.9K	Sell	1,175 -408	-26%	-$7.95K	0.01%	634
2024 Q3	$31.7K	Sell	1,583 -570	-26%	-$13.4K	0.01%	562
2024 Q2	$50.3K	Hold	2,153	–	–	0.01%	475
2024 Q1	$86.4K	Hold	2,153	–	–	0.02%	347
2023 Q4	$75.1K	Hold	2,153	–	–	0.02%	359
2023 Q3	$61.6K	Buy	+2,153	New	+$63.7K	0.02%	369

Other funds holding FTRE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Sessa Capital New York $5.26B AUM 47.23% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return