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Newbridge Financial Services Group’s Fortrea Holdings FTRE Stock Holding History

Newbridge Financial Services 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
2025
Q1 		– Sell
-15
Closed -$280 – 1085
2024
Q4 		$280 Sell
15
-10
-40% -$195 ﹤0.01% 1079
2024
Q3 		$500 Buy
+25
New +$587 ﹤0.01% 615
2024
Q2 		– Sell
-40
Closed -$1.61K – 1144
2024
Q1 		$1.61K Sell
40
-11
-22% -$381 ﹤0.01% 1015
2023
Q4 		$1.78K Hold
51
– – ﹤0.01% 984
2023
Q3 		$1.46K Buy
+51
New +$1.51K ﹤0.01% 1120

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return

Newbridge Financial Services Group's FTRE Position: Q1 2025 in Review

Newbridge Financial Services Group sold out of Fortrea Holdings (FTRE) in Q1 2025, closing a stake of 15 shares — an estimated $280 sold.

Newbridge Financial Services Group first reported a position in FTRE in Q3 2023 and held it in 5 quarters. The position peaked at $1.78K in Q4 2023. 358 funds tracked by Wall St. Rank hold FTRE as of Q1 2025.

  • Newbridge Financial Services Group reported no remaining Fortrea Holdings position as of Q1 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 15 Fortrea Holdings shares in Q1 2025, an estimated $280.
  • Newbridge Financial Services Group first reported a position in Fortrea Holdings in Q3 2023 and held it in 5 quarters.
  • Newbridge Financial Services Group's Fortrea Holdings position peaked at $1.78K in Q4 2023.
  • 358 funds tracked by Wall St. Rank held Fortrea Holdings as of Q1 2025.

Based on Newbridge Financial Services Group's 13F filing for Q1 2025, filed 15 May 2025.