TWD
FTRE icon

True Wealth Design’s Fortrea Holdings FTRE Stock Holding History

True Wealth Design’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 		$26.3K Buy
1,512
+48
+3% +$648 0.01% 718
2026
Q1 		$13.8K Sell
1,464
-15
-1% -$193 ﹤0.01% 862
2025
Q4 		$25.5K Buy
1,479
+17
+1% +$210 0.01% 524
2025
Q3 		$12.3K Sell
1,462
-691
-32% -$5.29K ﹤0.01% 759
2025
Q2 		$10.6K Buy
2,153
+1,046
+94% +$5.62K ﹤0.01% 555
2025
Q1 		$8.36K Buy
+1,107
New +$15.6K ﹤0.01% 528

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

True Wealth Design's FTRE Position: Q2 2026 in Review

True Wealth Design increased its Fortrea Holdings (FTRE) stake by 3.3% in Q2 2026, buying an estimated $648 and bringing the position to 1,512 shares worth $26.3K. The position accounts for 0.01% of the portfolio, ranked #718.

True Wealth Design first reported a position in FTRE in Q1 2025 and has held it in 6 quarters since. 333 funds tracked by Wall St. Rank hold FTRE as of Q2 2026.

  • True Wealth Design held 1,512 shares of Fortrea Holdings worth $26.3K as of Q2 2026.
  • True Wealth Design bought 48 Fortrea Holdings shares in Q2 2026, an estimated $648.
  • Fortrea Holdings made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #718 holding.
  • True Wealth Design first reported a position in Fortrea Holdings in Q1 2025 and has held it in 6 quarters since.
  • 333 funds tracked by Wall St. Rank held Fortrea Holdings as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.