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Sequoia Financial Advisors’s Fortrea Holdings FTRE Stock Holding History

Sequoia Financial Advisors’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 		$3.06M Sell
175,864
-53
-0% -$716 0.02% 470
2026
Q1 		$1.66M Buy
175,917
+57
+0% +$733 0.01% 678
2025
Q4 		$3.03M Buy
175,860
+100
+0.1% +$1.24K 0.02% 450
2025
Q3 		$1.48M Sell
175,760
-399
-0.2% -$3.05K 0.01% 624
2025
Q2 		$870K Buy
176,159
+1,802
+1% +$9.69K 0.01% 744
2025
Q1 		$1.32M Buy
+174,357
New +$2.46M 0.01% 539

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

Sequoia Financial Advisors's FTRE Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Fortrea Holdings (FTRE) stake by 0.03% in Q2 2026, selling an estimated $716 and leaving 175,864 shares worth $3.06M. The position accounts for 0.02% of the portfolio, ranked #470.

Sequoia Financial Advisors first reported a position in FTRE in Q1 2025 and has held it in 6 quarters since. 333 funds tracked by Wall St. Rank hold FTRE as of Q2 2026.

  • Sequoia Financial Advisors held 175,864 shares of Fortrea Holdings worth $3.06M as of Q2 2026.
  • Sequoia Financial Advisors sold 53 Fortrea Holdings shares in Q2 2026, an estimated $716.
  • Fortrea Holdings made up 0.02% of Sequoia Financial Advisors's portfolio in Q2 2026, its #470 holding.
  • Sequoia Financial Advisors first reported a position in Fortrea Holdings in Q1 2025 and has held it in 6 quarters since.
  • 333 funds tracked by Wall St. Rank held Fortrea Holdings as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.