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Pinnacle Wealth Planning Services’s Fortrea Holdings FTRE Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$122K Buy
12,975
+153
+1% +$1.97K 0.01% 695
2025
Q4 		$221K Buy
12,822
+621
+5% +$7.67K 0.02% 438
2025
Q3 		$103K Buy
+12,201
New +$93.4K 0.01% 467

Other funds holding FTRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Pinnacle Wealth Planning Services's FTRE Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Fortrea Holdings (FTRE) stake by 1.2% in Q1 2026, buying an estimated $1.97K and bringing the position to 12,975 shares worth $122K. The position accounts for 0.01% of the portfolio, ranked #695.

Pinnacle Wealth Planning Services first reported a position in FTRE in Q3 2025 and has held it in 3 quarters since. The position peaked at $221K in Q4 2025. 328 funds tracked by Wall St. Rank hold FTRE as of Q1 2026.

  • Pinnacle Wealth Planning Services held 12,975 shares of Fortrea Holdings worth $122K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 153 Fortrea Holdings shares in Q1 2026, an estimated $1.97K.
  • Fortrea Holdings made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #695 holding.
  • Pinnacle Wealth Planning Services first reported a position in Fortrea Holdings in Q3 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Fortrea Holdings position peaked at $221K in Q4 2025.
  • 328 funds tracked by Wall St. Rank held Fortrea Holdings as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.