Twin Peaks Wealth Advisors’s Fortrea Holdings FTRE Stock Holding History

Twin Peaks Wealth Advisors’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	–	Sell	-221	Closed	-$2.08K	–	969
2026 Q1	$2.08K	Buy	+221	New	+$2.84K	﹤0.01%	1700
2025 Q3	–	Sell	-221	Closed	-$1.62K	–	894
2025 Q2	$1.62K	Buy	+221	New	+$1.19K	﹤0.01%	1679

Other funds holding FTRE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Twin Peaks Wealth Advisors's FTRE Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Fortrea Holdings (FTRE) in Q2 2026, closing a stake of 221 shares — an estimated $2.08K sold.

Twin Peaks Wealth Advisors first reported a position in FTRE in Q2 2025 and held it in 2 quarters. The position peaked at $2.08K in Q1 2026. 333 funds tracked by Wall St. Rank hold FTRE as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining Fortrea Holdings position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 221 Fortrea Holdings shares in Q2 2026, an estimated $2.08K.
Twin Peaks Wealth Advisors first reported a position in Fortrea Holdings in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's Fortrea Holdings position peaked at $2.08K in Q1 2026.
333 funds tracked by Wall St. Rank held Fortrea Holdings as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.