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Steward Partners Investment Advisory’s Fortrea Holdings FTRE Stock Holding History

Steward Partners Investment Advisory’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 		$2.8K Sell
161
-67
-29% -$905 ﹤0.01% 4152
2026
Q1 		$2.15K Hold
228
– – ﹤0.01% 4036
2025
Q4 		$3.93K Sell
228
-728
-76% -$8.99K ﹤0.01% 3766
2025
Q3 		$8.05K Buy
956
+772
+420% +$5.91K ﹤0.01% 3490
2025
Q2 		$907 Sell
184
-20
-10% -$108 ﹤0.01% 3882
2025
Q1 		$1.54K Hold
204
– – ﹤0.01% 3695
2024
Q4 		$3.8K Sell
204
-81
-28% -$1.58K ﹤0.01% 3458
2024
Q3 		$5.7K Sell
285
-67
-19% -$1.57K ﹤0.01% 3146
2024
Q2 		$8.22K Buy
352
+263
+296% +$8.16K ﹤0.01% 2889
2024
Q1 		$3.57K Sell
89
-123
-58% -$4.26K ﹤0.01% 3142
2023
Q4 		$7.4K Sell
212
-152
-42% -$4.65K ﹤0.01% 2822
2023
Q3 		$10.4K Buy
+364
New +$10.8K ﹤0.01% 2582

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

Steward Partners Investment Advisory's FTRE Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Fortrea Holdings (FTRE) stake by 29% in Q2 2026, selling an estimated $905 and leaving 161 shares worth $2.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4152.

Steward Partners Investment Advisory first reported a position in FTRE in Q3 2023 and has held it in 12 quarters since. The position peaked at $10.4K in Q3 2023. 333 funds tracked by Wall St. Rank hold FTRE as of Q2 2026.

  • Steward Partners Investment Advisory held 161 shares of Fortrea Holdings worth $2.8K as of Q2 2026.
  • Steward Partners Investment Advisory sold 67 Fortrea Holdings shares in Q2 2026, an estimated $905.
  • Fortrea Holdings made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4152 holding.
  • Steward Partners Investment Advisory first reported a position in Fortrea Holdings in Q3 2023 and has held it in 12 quarters since.
  • Steward Partners Investment Advisory's Fortrea Holdings position peaked at $10.4K in Q3 2023.
  • 333 funds tracked by Wall St. Rank held Fortrea Holdings as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.