Wealth Enhancement Advisory Services
FTRE icon

Wealth Enhancement Advisory Services’s Fortrea Holdings FTRE Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$1.7M Sell
83,217
-4,001
-5% -$74.2K ﹤0.01% 1788
2026
Q2 		$1.55M Buy
87,218
+6,568
+8% +$88.7K ﹤0.01% 1749
2026
Q1 		$762K Buy
80,650
+15,332
+23% +$197K ﹤0.01% 1990
2025
Q4 		$1.15M Buy
65,318
+3,781
+6% +$46.7K ﹤0.01% 1863
2025
Q3 		$573K Sell
61,537
-16,818
-21% -$129K ﹤0.01% 2256
2025
Q2 		$409K Buy
78,355
+62,554
+396% +$336K ﹤0.01% 2375
2025
Q1 		$119K Buy
+15,801
New +$223K ﹤0.01% 2734
2024
Q3 		– Sell
-9,000
Closed -$210K – 2846
2024
Q2 		$210K Sell
9,000
-149
-2% -$4.63K ﹤0.01% 2262
2024
Q1 		$367K Buy
9,149
+301
+3% +$10.4K ﹤0.01% 1782
2023
Q4 		$309K Sell
8,848
-210
-2% -$6.42K ﹤0.01% 1793
2023
Q3 		$259K Buy
+9,058
New +$268K ﹤0.01% 1831

Other funds holding FTRE

AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Wealth Enhancement Advisory Services's FTRE Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Fortrea Holdings (FTRE) stake by 4.6% in Q3 2026, selling an estimated $74.2K and leaving 83,217 shares worth $1.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1788.

Wealth Enhancement Advisory Services first reported a position in FTRE in Q3 2023 and has held it in 11 quarters since. 14 funds tracked by Wall St. Rank hold FTRE as of Q3 2026.

  • Wealth Enhancement Advisory Services held 83,217 shares of Fortrea Holdings worth $1.7M as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 4,001 Fortrea Holdings shares in Q3 2026, an estimated $74.2K.
  • Fortrea Holdings made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1788 holding.
  • Wealth Enhancement Advisory Services first reported a position in Fortrea Holdings in Q3 2023 and has held it in 11 quarters since.
  • 14 funds tracked by Wall St. Rank held Fortrea Holdings as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.