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Medallion Wealth Advisors’s Fortrea Holdings FTRE Stock Holding History

Medallion Wealth Advisors’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
2025
Q4 		– Sell
-105
Closed -$884 – 1127
2025
Q3 		$884 Hold
105
– – ﹤0.01% 1038
2025
Q2 		$519 Hold
105
– – ﹤0.01% 1047
2025
Q1 		$793 Hold
105
– – ﹤0.01% 1005
2024
Q4 		$793 Buy
+105
New +$2.05K ﹤0.01% 949

Other funds holding FTRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Medallion Wealth Advisors's FTRE Position: Q4 2025 in Review

Medallion Wealth Advisors sold out of Fortrea Holdings (FTRE) in Q4 2025, closing a stake of 105 shares — an estimated $884 sold.

Medallion Wealth Advisors first reported a position in FTRE in Q4 2024 and held it in 4 quarters. The position peaked at $884 in Q3 2025. 349 funds tracked by Wall St. Rank hold FTRE as of Q4 2025.

  • Medallion Wealth Advisors reported no remaining Fortrea Holdings position as of Q4 2025 after selling out during the quarter.
  • Medallion Wealth Advisors sold 105 Fortrea Holdings shares in Q4 2025, an estimated $884.
  • Medallion Wealth Advisors first reported a position in Fortrea Holdings in Q4 2024 and held it in 4 quarters.
  • Medallion Wealth Advisors's Fortrea Holdings position peaked at $884 in Q3 2025.
  • 349 funds tracked by Wall St. Rank held Fortrea Holdings as of Q4 2025.

Based on Medallion Wealth Advisors's 13F filing for Q4 2025, filed 24 Apr 2026.