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Rothschild Investment LLC’s Fortrea Holdings FTRE Stock Holding History

Rothschild Investment LLC’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 		$10.4K Sell
597
-77
-11% -$1.04K ﹤0.01% 1856
2026
Q1 		$6.35K Buy
674
+519
+335% +$6.67K ﹤0.01% 1936
2025
Q4 		$2.67K Buy
155
+151
+3,775% +$1.87K ﹤0.01% 2215
2025
Q3 		$34 Buy
4
+1
+33% +$8 ﹤0.01% 3109
2025
Q2 		$15 Hold
3
– – ﹤0.01% 3005
2025
Q1 		$23 Hold
3
– – ﹤0.01% 3006
2024
Q4 		$56 Hold
3
– – ﹤0.01% 2927
2024
Q3 		$60 Hold
3
– – ﹤0.01% 2870
2024
Q2 		$70 Sell
3
-3
-50% -$93 ﹤0.01% 2778
2024
Q1 		$241 Hold
6
– – ﹤0.01% 1666
2023
Q4 		$209 Buy
+6
New +$183 ﹤0.01% 1275

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

Rothschild Investment LLC's FTRE Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Fortrea Holdings (FTRE) stake by 11% in Q2 2026, selling an estimated $1.04K and leaving 597 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1856.

Rothschild Investment LLC first reported a position in FTRE in Q4 2023 and has held it in 11 quarters since. 333 funds tracked by Wall St. Rank hold FTRE as of Q2 2026.

  • Rothschild Investment LLC held 597 shares of Fortrea Holdings worth $10.4K as of Q2 2026.
  • Rothschild Investment LLC sold 77 Fortrea Holdings shares in Q2 2026, an estimated $1.04K.
  • Fortrea Holdings made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1856 holding.
  • Rothschild Investment LLC first reported a position in Fortrea Holdings in Q4 2023 and has held it in 11 quarters since.
  • 333 funds tracked by Wall St. Rank held Fortrea Holdings as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.