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Strategic Wealth Partners’s Fortrea Holdings FTRE Stock Holding History

Strategic Wealth Partners’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 		$1.15K Hold
66
– – ﹤0.01% 1255
2026
Q1 		$622 Hold
66
– – ﹤0.01% 1302
2025
Q4 		$1.14K Hold
66
– – ﹤0.01% 1265
2025
Q3 		$556 Hold
66
– – ﹤0.01% 1252
2025
Q2 		$326 Buy
+66
New +$355 ﹤0.01% 1094

Other funds holding FTRE

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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

Strategic Wealth Partners's FTRE Position: Q2 2026 in Review

Strategic Wealth Partners held its Fortrea Holdings (FTRE) position steady in Q2 2026 at 66 shares worth $1.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1255.

Strategic Wealth Partners first reported a position in FTRE in Q2 2025 and has held it in 5 quarters since. 333 funds tracked by Wall St. Rank hold FTRE as of Q2 2026.

  • Strategic Wealth Partners held 66 shares of Fortrea Holdings worth $1.15K as of Q2 2026.
  • Strategic Wealth Partners left its Fortrea Holdings share count unchanged in Q2 2026.
  • Fortrea Holdings made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1255 holding.
  • Strategic Wealth Partners first reported a position in Fortrea Holdings in Q2 2025 and has held it in 5 quarters since.
  • 333 funds tracked by Wall St. Rank held Fortrea Holdings as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.