Physician Wealth Advisors’s Fortrea Holdings FTRE Stock Holding History

Physician Wealth Advisors’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	$5.22K	Buy	300 +48	+19%	+$648	﹤0.01%	1073
2026 Q1	$2.37K	Hold	252	–	–	﹤0.01%	1276
2025 Q4	$4.35K	Hold	252	–	–	﹤0.01%	1014
2025 Q3	$2.12K	Buy	252 +143	+131%	+$1.09K	﹤0.01%	1196
2025 Q2	$539	Sell	109 -5	-4%	-$27	﹤0.01%	1690
2025 Q1	$861	Buy	+114	New	+$1.61K	﹤0.01%	1189

Other funds holding FTRE

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

AIM

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

CCM

Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Physician Wealth Advisors's FTRE Position: Q2 2026 in Review

Physician Wealth Advisors increased its Fortrea Holdings (FTRE) stake by 19% in Q2 2026, buying an estimated $648 and bringing the position to 300 shares worth $5.22K. The position accounts for ﹤0.01% of the portfolio, ranked #1073.

Physician Wealth Advisors first reported a position in FTRE in Q1 2025 and has held it in 6 quarters since. 106 funds tracked by Wall St. Rank hold FTRE as of Q2 2026.

Physician Wealth Advisors held 300 shares of Fortrea Holdings worth $5.22K as of Q2 2026.
Physician Wealth Advisors bought 48 Fortrea Holdings shares in Q2 2026, an estimated $648.
Fortrea Holdings made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1073 holding.
Physician Wealth Advisors first reported a position in Fortrea Holdings in Q1 2025 and has held it in 6 quarters since.
106 funds tracked by Wall St. Rank held Fortrea Holdings as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.