Spire Wealth Management
FTRE icon

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
Q3 		$658 Hold
33
– – ﹤0.01% 2162
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

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Spire Wealth Management's FTRE Position: Q3 2026 in Review

Spire Wealth Management held its Fortrea Holdings (FTRE) position steady in Q3 2026 at 33 shares worth $658. The position accounts for ﹤0.01% of the portfolio, ranked #2162.

Spire Wealth Management first reported a position in FTRE in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.23K in Q4 2024. 279 funds tracked by Wall St. Rank hold FTRE as of Q3 2026.

  • Spire Wealth Management held 33 shares of Fortrea Holdings worth $658 as of Q3 2026.
  • Spire Wealth Management left its Fortrea Holdings share count unchanged in Q3 2026.
  • Fortrea Holdings made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #2162 holding.
  • Spire Wealth Management first reported a position in Fortrea Holdings in Q4 2024 and has held it in 3 quarters since.
  • Spire Wealth Management's Fortrea Holdings position peaked at $1.23K in Q4 2024.
  • 279 funds tracked by Wall St. Rank held Fortrea Holdings as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.