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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Sessa Capital New York $5.26B AUM 47.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return