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Wedmont Private Capital’s Fortrea Holdings FTRE Stock Holding History

Wedmont Private Capital’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 		$305K Buy
14,959
+3
+0% +$56 0.01% 774
2026
Q2 		$266K Sell
14,956
-694
-4% -$9.37K 0.01% 789
2026
Q1 		$151K Buy
15,650
+559
+4% +$7.18K ﹤0.01% 825
2025
Q4 		$264K Buy
15,091
+129
+0.9% +$1.59K 0.01% 678
2025
Q3 		$139K Buy
+14,962
New +$115K 0.01% 775

Other funds holding FTRE

AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 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
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Wedmont Private Capital's FTRE Position: Q3 2026 in Review

Wedmont Private Capital increased its Fortrea Holdings (FTRE) stake by 0.02% in Q3 2026, buying an estimated $56 and bringing the position to 14,959 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #774.

Wedmont Private Capital first reported a position in FTRE in Q3 2025 and has held it in 5 quarters since. 13 funds tracked by Wall St. Rank hold FTRE as of Q3 2026.

  • Wedmont Private Capital held 14,959 shares of Fortrea Holdings worth $305K as of Q3 2026.
  • Wedmont Private Capital bought 3 Fortrea Holdings shares in Q3 2026, an estimated $56.
  • Fortrea Holdings made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #774 holding.
  • Wedmont Private Capital first reported a position in Fortrea Holdings in Q3 2025 and has held it in 5 quarters since.
  • 13 funds tracked by Wall St. Rank held Fortrea Holdings as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.