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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
Q2 		$228K Buy
13,081
+106
+0.8% +$1.43K 0.02% 474
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 $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

Pinnacle Wealth Planning Services's FTRE Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Fortrea Holdings (FTRE) stake by 0.82% in Q2 2026, buying an estimated $1.43K and bringing the position to 13,081 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #474.

Pinnacle Wealth Planning Services first reported a position in FTRE in Q3 2025 and has held it in 4 quarters since. 334 funds tracked by Wall St. Rank hold FTRE as of Q2 2026.

  • Pinnacle Wealth Planning Services held 13,081 shares of Fortrea Holdings worth $228K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 106 Fortrea Holdings shares in Q2 2026, an estimated $1.43K.
  • Fortrea Holdings made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #474 holding.
  • Pinnacle Wealth Planning Services first reported a position in Fortrea Holdings in Q3 2025 and has held it in 4 quarters since.
  • 334 funds tracked by Wall St. Rank held Fortrea Holdings as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.