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MassMutual Private Wealth & Trust’s Fortrea Holdings FTRE Stock Holding History

MassMutual Private Wealth & Trust’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
Q3 		– Sell
-62
Closed -$1.08K – 2398
2026
Q2 		$1.08K Sell
62
-111
-64% -$1.5K ﹤0.01% 2155
2026
Q1 		$1.63K Sell
173
-609
-78% -$7.83K ﹤0.01% 2020
2025
Q4 		$13.5K Buy
782
+695
+799% +$8.59K ﹤0.01% 1269
2025
Q3 		$733 Sell
87
-456
-84% -$3.49K ﹤0.01% 2194
2025
Q2 		$2.68K Buy
543
+336
+162% +$1.81K ﹤0.01% 1866
2025
Q1 		$1.56K Buy
207
+120
+138% +$1.7K ﹤0.01% 1999
2024
Q4 		$1.62K Sell
87
-38
-30% -$741 ﹤0.01% 1888
2024
Q3 		$2.5K Sell
125
-32
-20% -$752 ﹤0.01% 1594
2024
Q2 		$3.66K Buy
157
+46
+41% +$1.43K ﹤0.01% 1421
2024
Q1 		$4.46K Hold
111
– – ﹤0.01% 1310
2023
Q4 		$3.87K Sell
111
-30
-21% -$917 ﹤0.01% 1303
2023
Q3 		$4.03K Buy
+141
New +$4.17K ﹤0.01% 1316

Other funds holding FTRE

AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

MassMutual Private Wealth & Trust's FTRE Position: Q3 2026 in Review

MassMutual Private Wealth & Trust sold out of Fortrea Holdings (FTRE) in Q3 2026, closing a stake of 62 shares — an estimated $1.08K sold.

MassMutual Private Wealth & Trust first reported a position in FTRE in Q3 2023 and held it in 12 quarters. The position peaked at $13.5K in Q4 2025. 12 funds tracked by Wall St. Rank hold FTRE as of Q3 2026.

  • MassMutual Private Wealth & Trust reported no remaining Fortrea Holdings position as of Q3 2026 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 62 Fortrea Holdings shares in Q3 2026, an estimated $1.08K.
  • MassMutual Private Wealth & Trust first reported a position in Fortrea Holdings in Q3 2023 and held it in 12 quarters.
  • MassMutual Private Wealth & Trust's Fortrea Holdings position peaked at $13.5K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Fortrea Holdings as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.