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Larson Financial Group’s Fortrea Holdings FTRE Stock Holding History

Larson Financial Group’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 		$70.7K Buy
4,066
+544
+15% +$7.34K ﹤0.01% 1359
2026
Q1 		$33.2K Buy
3,522
+1,666
+90% +$21.4K ﹤0.01% 1577
2025
Q4 		$32K Buy
1,856
+1,072
+137% +$13.2K ﹤0.01% 1453
2025
Q3 		$6.6K Sell
784
-526
-40% -$4.03K ﹤0.01% 2245
2025
Q2 		$6.47K Buy
1,310
+224
+21% +$1.2K ﹤0.01% 1987
2025
Q1 		$8.2K Buy
1,086
+1,027
+1,741% +$14.5K ﹤0.01% 1711
2024
Q4 		$1.09K Buy
59
+10
+20% +$195 ﹤0.01% 2026
2024
Q3 		$972 Hold
49
– – ﹤0.01% 1995
2024
Q2 		$1.13K Buy
49
+11
+29% +$341 ﹤0.01% 1683
2024
Q1 		$1.51K Hold
38
– – ﹤0.01% 1396
2023
Q4 		$1.31K Hold
38
– – ﹤0.01% 1423
2023
Q3 		$1.07K Buy
+38
New +$1.12K ﹤0.01% 1480

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

Larson Financial Group's FTRE Position: Q2 2026 in Review

Larson Financial Group increased its Fortrea Holdings (FTRE) stake by 15% in Q2 2026, buying an estimated $7.34K and bringing the position to 4,066 shares worth $70.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1359.

Larson Financial Group first reported a position in FTRE in Q3 2023 and has held it in 12 quarters since. 333 funds tracked by Wall St. Rank hold FTRE as of Q2 2026.

  • Larson Financial Group held 4,066 shares of Fortrea Holdings worth $70.7K as of Q2 2026.
  • Larson Financial Group bought 544 Fortrea Holdings shares in Q2 2026, an estimated $7.34K.
  • Fortrea Holdings made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1359 holding.
  • Larson Financial Group first reported a position in Fortrea Holdings in Q3 2023 and has held it in 12 quarters since.
  • 333 funds tracked by Wall St. Rank held Fortrea Holdings as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.