Mascoma Wealth Management’s Fortrea Holdings FTRE Stock Holding History

Mascoma 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	$1.41K	Hold	150	–	–	﹤0.01%	459
2025 Q4	$2.59K	Hold	150	–	–	﹤0.01%	404
2025 Q3	$1.26K	Hold	150	–	–	﹤0.01%	436
2025 Q2	$741	Hold	150	–	–	﹤0.01%	453
2025 Q1	$1.13K	Hold	150	–	–	﹤0.01%	474
2024 Q4	$2.8K	Hold	150	–	–	﹤0.01%	453
2024 Q3	$3K	Hold	150	–	–	﹤0.01%	418
2024 Q2	$3.5K	Sell	150 -40	-21%	-$1.24K	﹤0.01%	438
2024 Q1	$7.63K	Hold	190	–	–	﹤0.01%	341
2023 Q4	$6.63K	Hold	190	–	–	﹤0.01%	364
2023 Q3	$5.43K	Hold	190	–	–	﹤0.01%	386
2023 Q2	$5.82K	Buy	+190	New	+$6.32K	﹤0.01%	375

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