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Spire Wealth Management’s Fortrea Holdings FTRE Stock Holding History

Spire 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
2026
Q2 		$574 Buy
+33
New +$446 ﹤0.01% 2206
2025
Q1 		– Sell
-66
Closed -$1.23K – 2515
2024
Q4 		$1.23K Buy
+66
New +$1.29K ﹤0.01% 2336

Other funds holding FTRE

AIM
Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Spire Wealth Management's FTRE Position: Q2 2026 in Review

Spire Wealth Management opened a new position in Fortrea Holdings (FTRE) in Q2 2026: 33 shares worth $574. The stake represents ﹤0.01% of the portfolio and ranks #2206 among its holdings. This is a return to the name: Spire Wealth Management previously reported a position in FTRE as recently as Q4 2024.

Spire Wealth Management first reported a position in FTRE in Q4 2024 and has held it in 2 quarters since. The position peaked at $1.23K in Q4 2024. 56 funds tracked by Wall St. Rank hold FTRE as of Q2 2026.

  • Spire Wealth Management held 33 shares of Fortrea Holdings worth $574 as of Q2 2026.
  • Fortrea Holdings was a new Spire Wealth Management position in Q2 2026.
  • Fortrea Holdings made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2206 holding.
  • Spire Wealth Management first reported a position in Fortrea Holdings in Q4 2024 and has held it in 2 quarters since.
  • Spire Wealth Management's Fortrea Holdings position peaked at $1.23K in Q4 2024.
  • 56 funds tracked by Wall St. Rank held Fortrea Holdings as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.