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Sound Income Strategies’s Fortrea Holdings FTRE Stock Holding History

Sound Income Strategies’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
-200
Closed -$1.9K – 1182
2026
Q1 		$1.9K Hold
200
– – ﹤0.01% 2159
2025
Q4 		$3.3K Buy
+200
New +$2.47K ﹤0.01% 1982
2024
Q1 		– Sell
-40
Closed -$1.4K – 1389
2023
Q4 		$1.4K Buy
+40
New +$1.22K ﹤0.01% 1125

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

Sound Income Strategies's FTRE Position: Q2 2026 in Review

Sound Income Strategies sold out of Fortrea Holdings (FTRE) in Q2 2026, closing a stake of 200 shares — an estimated $1.9K sold.

Sound Income Strategies first reported a position in FTRE in Q4 2023 and held it in 3 quarters. The position peaked at $3.3K in Q4 2025. 333 funds tracked by Wall St. Rank hold FTRE as of Q2 2026.

  • Sound Income Strategies reported no remaining Fortrea Holdings position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 200 Fortrea Holdings shares in Q2 2026, an estimated $1.9K.
  • Sound Income Strategies first reported a position in Fortrea Holdings in Q4 2023 and held it in 3 quarters.
  • Sound Income Strategies's Fortrea Holdings position peaked at $3.3K in Q4 2025.
  • 333 funds tracked by Wall St. Rank held Fortrea Holdings as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.