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United Financial Planning Group’s Fortrea Holdings FTRE Stock Holding History

United Financial Planning 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
Q1 		– Sell
-54
Closed -$932 – 524
2025
Q4 		$932 Buy
+54
New +$667 ﹤0.01% 366

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United Financial Planning Group's FTRE Position: Q1 2026 in Review

United Financial Planning Group sold out of Fortrea Holdings (FTRE) in Q1 2026, closing a stake of 54 shares — an estimated $932 sold.

United Financial Planning Group first reported a position in FTRE in Q4 2025 and held it in 1 quarter. The position peaked at $932 in Q4 2025. 331 funds tracked by Wall St. Rank hold FTRE as of Q1 2026.

  • United Financial Planning Group reported no remaining Fortrea Holdings position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 54 Fortrea Holdings shares in Q1 2026, an estimated $932.
  • United Financial Planning Group first reported a position in Fortrea Holdings in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's Fortrea Holdings position peaked at $932 in Q4 2025.
  • 331 funds tracked by Wall St. Rank held Fortrea Holdings as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.