MFG
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Merit Financial Group’s Fortrea Holdings FTRE Stock Holding History

Merit Financial Group’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 		$574K Buy
32,980
+1,808
+6% +$24.4K ﹤0.01% 1426
2026
Q1 		$294K Buy
31,172
+4,107
+15% +$52.8K ﹤0.01% 1664
2025
Q4 		$467K Buy
27,065
+372
+1% +$4.6K ﹤0.01% 1350
2025
Q3 		$225K Sell
26,693
-5,016
-16% -$38.4K ﹤0.01% 1603
2025
Q2 		$157K Buy
+31,709
New +$170K ﹤0.01% 1597

Other funds holding FTRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Merit Financial Group's FTRE Position: Q2 2026 in Review

Merit Financial Group increased its Fortrea Holdings (FTRE) stake by 5.8% in Q2 2026, buying an estimated $24.4K and bringing the position to 32,980 shares worth $574K. The position accounts for ﹤0.01% of the portfolio, ranked #1426.

Merit Financial Group first reported a position in FTRE in Q2 2025 and has held it in 5 quarters since. 333 funds tracked by Wall St. Rank hold FTRE as of Q2 2026.

  • Merit Financial Group held 32,980 shares of Fortrea Holdings worth $574K as of Q2 2026.
  • Merit Financial Group bought 1,808 Fortrea Holdings shares in Q2 2026, an estimated $24.4K.
  • Fortrea Holdings made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1426 holding.
  • Merit Financial Group first reported a position in Fortrea Holdings in Q2 2025 and has held it in 5 quarters since.
  • 333 funds tracked by Wall St. Rank held Fortrea Holdings as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.