UBS Group
FTRE icon

UBS Group’s Fortrea Holdings FTRE Stock Holding History

UBS Group’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 		$5.5M Sell
316,234
-262,302
-45% -$3.54M ﹤0.01% 4072
2026
Q1 		$5.45M Buy
578,536
+304,481
+111% +$3.91M ﹤0.01% 4001
2025
Q4 		$4.73M Sell
274,055
-546,488
-67% -$6.75M ﹤0.01% 4087
2025
Q3 		$6.91M Sell
820,543
-368,017
-31% -$2.82M ﹤0.01% 3694
2025
Q2 		$5.87M Buy
1,188,560
+786,823
+196% +$4.23M ﹤0.01% 3711
2025
Q1 		$3.03M Buy
401,737
+5,991
+2% +$84.6K ﹤0.01% 4305
2024
Q4 		$7.38M Buy
395,746
+296,814
+300% +$5.78M ﹤0.01% 3403
2024
Q3 		$1.98M Sell
98,932
-29,078
-23% -$683K ﹤0.01% 4000
2024
Q2 		$2.99M Sell
128,010
-35,734
-22% -$1.11M ﹤0.01% 3355
2024
Q1 		$6.57M Buy
163,744
+24,314
+17% +$843K ﹤0.01% 2671
2023
Q4 		$4.87M Sell
139,430
-3,618,819
-96% -$111M ﹤0.01% 2810
2023
Q3 		$107M Buy
3,758,249
+3,758,180
+5,446,638% +$111M 0.04% 478
2023
Q2 		$2.35K Buy
+69
New +$2.3K ﹤0.01% 7764

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

UBS Group's FTRE Position: Q2 2026 in Review

UBS Group reduced its Fortrea Holdings (FTRE) stake by 45% in Q2 2026, selling an estimated $3.54M and leaving 316,234 shares worth $5.5M. The position accounts for ﹤0.01% of the portfolio, ranked #4072.

UBS Group first reported a position in FTRE in Q2 2023 and has held it in 13 quarters since. The position peaked at $107M in Q3 2023. 333 funds tracked by Wall St. Rank hold FTRE as of Q2 2026.

  • UBS Group held 316,234 shares of Fortrea Holdings worth $5.5M as of Q2 2026.
  • UBS Group sold 262,302 Fortrea Holdings shares in Q2 2026, an estimated $3.54M.
  • Fortrea Holdings made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #4072 holding.
  • UBS Group first reported a position in Fortrea Holdings in Q2 2023 and has held it in 13 quarters since.
  • UBS Group's Fortrea Holdings position peaked at $107M in Q3 2023.
  • 333 funds tracked by Wall St. Rank held Fortrea Holdings as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.