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Prestige Wealth Management Group’s Fortrea Holdings FTRE Stock Holding History

Prestige Wealth Management 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
2026
Q2 		$5.43K Hold
312
– – ﹤0.01% 572
2026
Q1 		$2.94K Hold
312
– – ﹤0.01% 665
2025
Q4 		$5.38K Buy
312
+48
+18% +$593 ﹤0.01% 562
2025
Q3 		$2.22K Hold
264
– – ﹤0.01% 725
2025
Q2 		$1.3K Buy
264
+126
+91% +$677 ﹤0.01% 817
2025
Q1 		$1.04K Buy
138
+37
+37% +$523 ﹤0.01% 844
2024
Q4 		$1.89K Buy
101
+45
+80% +$877 ﹤0.01% 792
2024
Q3 		$1.12K Hold
56
– – ﹤0.01% 868
2024
Q2 		$1.31K Hold
56
– – ﹤0.01% 794
2024
Q1 		$2.25K Hold
56
– – ﹤0.01% 723
2023
Q4 		$1.96K Hold
56
– – ﹤0.01% 746
2023
Q3 		$1.6K Buy
+56
New +$1.66K ﹤0.01% 783

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

Prestige Wealth Management Group's FTRE Position: Q2 2026 in Review

Prestige Wealth Management Group held its Fortrea Holdings (FTRE) position steady in Q2 2026 at 312 shares worth $5.43K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

Prestige Wealth Management Group first reported a position in FTRE in Q3 2023 and has held it in 12 quarters since. 333 funds tracked by Wall St. Rank hold FTRE as of Q2 2026.

  • Prestige Wealth Management Group held 312 shares of Fortrea Holdings worth $5.43K as of Q2 2026.
  • Prestige Wealth Management Group left its Fortrea Holdings share count unchanged in Q2 2026.
  • Fortrea Holdings made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #572 holding.
  • Prestige Wealth Management Group first reported a position in Fortrea Holdings in Q3 2023 and has held it in 12 quarters since.
  • 333 funds tracked by Wall St. Rank held Fortrea Holdings as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.