Marks Group Wealth Management’s Fortrea Holdings FTRE Stock Holding History

Marks Group 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	$141K	Hold	15,000	–	–	0.01%	334
2025 Q4	$259K	Sell	15,000 -10,000	-40%	-$124K	0.02%	306
2025 Q3	$211K	Hold	25,000	–	–	0.02%	288
2025 Q2	$124K	Buy	25,000 +11,000	+79%	+$59.1K	0.01%	290
2025 Q1	$106K	Hold	14,000	–	–	0.01%	298
2024 Q4	$261K	Buy	14,000 +2,000	+17%	+$39K	0.03%	268
2024 Q3	$240K	Hold	12,000	–	–	0.02%	278
2024 Q2	$280K	Buy	12,000 +2,000	+20%	+$62.1K	0.03%	261
2024 Q1	$401K	Hold	10,000	–	–	0.04%	238
2023 Q4	$349K	Buy	10,000 +2,000	+25%	+$61.1K	0.04%	242
2023 Q3	$229K	Buy	+8,000	New	+$237K	0.03%	265

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