KFI
FTRE icon

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
Q2 		$17 Hold
1
– – ﹤0.01% 1348
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Key Financial Inc's FTRE Position: Q2 2026 in Review

Key Financial Inc held its Fortrea Holdings (FTRE) position steady in Q2 2026 at 1 share worth $17. The position accounts for ﹤0.01% of the portfolio, ranked #1348.

Key Financial Inc first reported a position in FTRE in Q3 2023 and has held it in 12 quarters since. The position peaked at $86.4K in Q1 2024. 333 funds tracked by Wall St. Rank hold FTRE as of Q2 2026.

  • Key Financial Inc held 1 share of Fortrea Holdings worth $17 as of Q2 2026.
  • Key Financial Inc left its Fortrea Holdings share count unchanged in Q2 2026.
  • Fortrea Holdings made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1348 holding.
  • Key Financial Inc first reported a position in Fortrea Holdings in Q3 2023 and has held it in 12 quarters since.
  • Key Financial Inc's Fortrea Holdings position peaked at $86.4K in Q1 2024.
  • 333 funds tracked by Wall St. Rank held Fortrea Holdings as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.