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MorganRosel Wealth Management’s Fortrea Holdings FTRE Stock Holding History

MorganRosel 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
2025
Q3 		– Sell
-6
Closed -$30 – 194
2025
Q2 		$30 Hold
6
– – ﹤0.01% 359
2025
Q1 		$45 Buy
+6
New +$85 ﹤0.01% 350

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SC
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AQR Capital Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

MorganRosel Wealth Management's FTRE Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Fortrea Holdings (FTRE) in Q3 2025, closing a stake of 6 shares — an estimated $30 sold.

MorganRosel Wealth Management first reported a position in FTRE in Q1 2025 and held it in 2 quarters. The position peaked at $45 in Q1 2025. 334 funds tracked by Wall St. Rank hold FTRE as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Fortrea Holdings position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 6 Fortrea Holdings shares in Q3 2025, an estimated $30.
  • MorganRosel Wealth Management first reported a position in Fortrea Holdings in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's Fortrea Holdings position peaked at $45 in Q1 2025.
  • 334 funds tracked by Wall St. Rank held Fortrea Holdings as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.