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Mowery & Schoenfeld Wealth Management’s Fortrea Holdings FTRE Stock Holding History

Mowery & Schoenfeld 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
-11
Closed -$55 – 390
2025
Q2 		$55 Hold
11
– – ﹤0.01% 391
2025
Q1 		$84 Sell
11
-2
-15% -$28 ﹤0.01% 450
2024
Q4 		$243 Buy
+13
New +$253 ﹤0.01% 478

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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
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
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

Mowery & Schoenfeld Wealth Management's FTRE Position: Q3 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Fortrea Holdings (FTRE) in Q3 2025, closing a stake of 11 shares — an estimated $55 sold.

Mowery & Schoenfeld Wealth Management first reported a position in FTRE in Q4 2024 and held it in 3 quarters. The position peaked at $243 in Q4 2024. 334 funds tracked by Wall St. Rank hold FTRE as of Q3 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Fortrea Holdings position as of Q3 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 11 Fortrea Holdings shares in Q3 2025, an estimated $55.
  • Mowery & Schoenfeld Wealth Management first reported a position in Fortrea Holdings in Q4 2024 and held it in 3 quarters.
  • Mowery & Schoenfeld Wealth Management's Fortrea Holdings position peaked at $243 in Q4 2024.
  • 334 funds tracked by Wall St. Rank held Fortrea Holdings as of Q3 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.