Vision Retirement’s Fortrea Holdings FTRE Stock Holding History

Vision Retirement’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	$1.77K	Hold	102	–	–	﹤0.01%	570
2026 Q1	$961	Hold	102	–	–	﹤0.01%	597
2025 Q4	$1.76K	Buy	+102	New	+$1.26K	﹤0.01%	547

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

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vision Retirement's FTRE Position: Q2 2026 in Review

Vision Retirement held its Fortrea Holdings (FTRE) position steady in Q2 2026 at 102 shares worth $1.77K. The position accounts for ﹤0.01% of the portfolio, ranked #570.

Vision Retirement first reported a position in FTRE in Q4 2025 and has held it in 3 quarters since. 311 funds tracked by Wall St. Rank hold FTRE as of Q2 2026.

Vision Retirement held 102 shares of Fortrea Holdings worth $1.77K as of Q2 2026.
Vision Retirement left its Fortrea Holdings share count unchanged in Q2 2026.
Fortrea Holdings made up ﹤0.01% of Vision Retirement's portfolio in Q2 2026, its #570 holding.
Vision Retirement first reported a position in Fortrea Holdings in Q4 2025 and has held it in 3 quarters since.
311 funds tracked by Wall St. Rank held Fortrea Holdings as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.