Rialto Wealth Management’s Fortrea Holdings FTRE Stock Holding History

Rialto Wealth Management’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 Q2	–	Sell	-57	Closed	-$431	–	1726
2025 Q1	$431	Buy	+57	New	+$805	﹤0.01%	959

Other funds holding FTRE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

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

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Rialto Wealth Management's FTRE Position: Q2 2025 in Review

Rialto Wealth Management sold out of Fortrea Holdings (FTRE) in Q2 2025, closing a stake of 57 shares — an estimated $431 sold.

Rialto Wealth Management first reported a position in FTRE in Q1 2025 and held it in 1 quarter. The position peaked at $431 in Q1 2025. 339 funds tracked by Wall St. Rank hold FTRE as of Q2 2025.

Rialto Wealth Management reported no remaining Fortrea Holdings position as of Q2 2025 after selling out during the quarter.
Rialto Wealth Management sold 57 Fortrea Holdings shares in Q2 2025, an estimated $431.
Rialto Wealth Management first reported a position in Fortrea Holdings in Q1 2025 and held it in 1 quarter.
Rialto Wealth Management's Fortrea Holdings position peaked at $431 in Q1 2025.
339 funds tracked by Wall St. Rank held Fortrea Holdings as of Q2 2025.

Based on Rialto Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.