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 Q2	$261K	Hold	15,000	–	–	0.02%	333
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 $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Marks Group Wealth Management's FTRE Position: Q2 2026 in Review

Marks Group Wealth Management held its Fortrea Holdings (FTRE) position steady in Q2 2026 at 15,000 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #333.

Marks Group Wealth Management first reported a position in FTRE in Q3 2023 and has held it in 12 quarters since. The position peaked at $401K in Q1 2024. 333 funds tracked by Wall St. Rank hold FTRE as of Q2 2026.

Marks Group Wealth Management held 15,000 shares of Fortrea Holdings worth $261K as of Q2 2026.
Marks Group Wealth Management left its Fortrea Holdings share count unchanged in Q2 2026.
Fortrea Holdings made up 0.02% of Marks Group Wealth Management's portfolio in Q2 2026, its #333 holding.
Marks Group Wealth Management first reported a position in Fortrea Holdings in Q3 2023 and has held it in 12 quarters since.
Marks Group Wealth Management's Fortrea Holdings position peaked at $401K in Q1 2024.
333 funds tracked by Wall St. Rank held Fortrea Holdings as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.