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Principal Securities’s Fortrea Holdings FTRE Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-9,891
Closed -$83.3K – 2159
2025
Q3 		$83.3K Buy
9,891
+186
+2% +$1.42K ﹤0.01% 1677
2025
Q2 		$47.9K Sell
9,705
-124
-1% -$667 ﹤0.01% 1900
2025
Q1 		$183K Hold
9,829
– – ﹤0.01% 1165
2024
Q4 		$183K Sell
9,829
-49
-0.5% -$955 ﹤0.01% 1165
2024
Q3 		$198K Buy
9,878
+9
+0.1% +$211 ﹤0.01% 1110
2024
Q2 		$230K Sell
9,869
-4,431
-31% -$138K 0.01% 988
2024
Q1 		$574K Buy
14,300
+1,032
+8% +$35.8K 0.02% 612
2023
Q4 		$463K Buy
+13,268
New +$406K 0.02% 629

Other funds holding FTRE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Sessa Capital New York $5.26B AUM 47.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return