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Needham Investment Management’s Fortrea Holdings FTRE Stock Holding History

Needham Investment 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
2026
Q2 		– Sell
-37,763
Closed -$356K – 179
2026
Q1 		$356K Hold
37,763
– – 0.02% 163
2025
Q4 		$651K Hold
37,763
– – 0.04% 148
2025
Q3 		$318K Hold
37,763
– – 0.02% 155
2025
Q2 		$187K Hold
37,763
– – 0.01% 150
2025
Q1 		$285K Hold
37,763
– – 0.03% 148
2024
Q4 		$704K Sell
37,763
-13,800
-27% -$269K 0.05% 136
2024
Q3 		$1.03M Sell
51,563
-53,700
-51% -$1.26M 0.08% 124
2024
Q2 		$2.46M Hold
105,263
– – 0.2% 101
2024
Q1 		$4.23M Buy
105,263
+11,750
+13% +$407K 0.39% 72
2023
Q4 		$3.26M Buy
93,513
+13,250
+17% +$405K 0.41% 68
2023
Q3 		$2.29M Buy
+80,263
New +$2.37M 0.39% 64

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

Needham Investment Management's FTRE Position: Q2 2026 in Review

Needham Investment Management sold out of Fortrea Holdings (FTRE) in Q2 2026, closing a stake of 37,763 shares — an estimated $356K sold.

Needham Investment Management first reported a position in FTRE in Q3 2023 and held it in 11 quarters. The position peaked at $4.23M in Q1 2024. 333 funds tracked by Wall St. Rank hold FTRE as of Q2 2026.

  • Needham Investment Management reported no remaining Fortrea Holdings position as of Q2 2026 after selling out during the quarter.
  • Needham Investment Management sold 37,763 Fortrea Holdings shares in Q2 2026, an estimated $356K.
  • Needham Investment Management first reported a position in Fortrea Holdings in Q3 2023 and held it in 11 quarters.
  • Needham Investment Management's Fortrea Holdings position peaked at $4.23M in Q1 2024.
  • 333 funds tracked by Wall St. Rank held Fortrea Holdings as of Q2 2026.

Based on Needham Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.