Strategic Investment Solutions’s Fortrea Holdings FTRE Stock Holding History

Strategic Investment Solutions’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	$313	Hold	18	–	–	﹤0.01%	657
2026 Q1	$170	Hold	18	–	–	﹤0.01%	648
2025 Q4	$310	Hold	18	–	–	﹤0.01%	594
2025 Q3	$152	Hold	18	–	–	﹤0.01%	581
2025 Q2	$89	Hold	18	–	–	﹤0.01%	581
2025 Q1	$136	Hold	18	–	–	﹤0.01%	605
2024 Q4	$336	Hold	18	–	–	﹤0.01%	606
2024 Q3	$360	Buy	+18	New	+$423	﹤0.01%	586
2023 Q4	$628	Sell	18 -1,116	-98%	-$34.1K	﹤0.01%	1039
2023 Q3	$33.6K	Buy	+1,134	New	+$33.6K	﹤0.01%	623

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Assenagon Asset Management

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Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Torren Management San Diego, California $197M AUM