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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
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 $5.7T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
SC
Sessa Capital New York $5.26B AUM 47.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return