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
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

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

Wealth Enhancement Advisory Services's FTRE Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Fortrea Holdings (FTRE) stake by 8.1% in Q2 2026, buying an estimated $88.7K and bringing the position to 87,218 shares worth $1.55M. The position accounts for ﹤0.01% of the portfolio, ranked #1749.

Wealth Enhancement Advisory Services first reported a position in FTRE in Q3 2023 and has held it in 10 quarters since. 333 funds tracked by Wall St. Rank hold FTRE as of Q2 2026.

  • Wealth Enhancement Advisory Services held 87,218 shares of Fortrea Holdings worth $1.55M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 6,568 Fortrea Holdings shares in Q2 2026, an estimated $88.7K.
  • Fortrea Holdings made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1749 holding.
  • Wealth Enhancement Advisory Services first reported a position in Fortrea Holdings in Q3 2023 and has held it in 10 quarters since.
  • 333 funds tracked by Wall St. Rank held Fortrea Holdings as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.