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Root Financial Partners’s Fortrea Holdings FTRE Stock Holding History

Root Financial Partners’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 		– Sell
-617
Closed -$5.81K – 1455
2026
Q1 		$5.81K Buy
617
+614
+20,467% +$7.89K ﹤0.01% 1897
2025
Q4 		$52 Buy
+3
New +$37 ﹤0.01% 2381

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Root Financial Partners's FTRE Position: Q2 2026 in Review

Root Financial Partners sold out of Fortrea Holdings (FTRE) in Q2 2026, closing a stake of 617 shares — an estimated $5.81K sold.

Root Financial Partners first reported a position in FTRE in Q4 2025 and held it in 2 quarters. The position peaked at $5.81K in Q1 2026. 333 funds tracked by Wall St. Rank hold FTRE as of Q2 2026.

  • Root Financial Partners reported no remaining Fortrea Holdings position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 617 Fortrea Holdings shares in Q2 2026, an estimated $5.81K.
  • Root Financial Partners first reported a position in Fortrea Holdings in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's Fortrea Holdings position peaked at $5.81K in Q1 2026.
  • 333 funds tracked by Wall St. Rank held Fortrea Holdings as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.