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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WG
Winton Group London, United Kingdom $3.09B AUM 40.4% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wedmont Private Capital's FTRE Position: Q2 2026 in Review

Wedmont Private Capital reduced its Fortrea Holdings (FTRE) stake by 4.4% in Q2 2026, selling an estimated $9.37K and leaving 14,956 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #789.

Wedmont Private Capital first reported a position in FTRE in Q3 2025 and has held it in 4 quarters since. 143 funds tracked by Wall St. Rank hold FTRE as of Q2 2026.

  • Wedmont Private Capital held 14,956 shares of Fortrea Holdings worth $266K as of Q2 2026.
  • Wedmont Private Capital sold 694 Fortrea Holdings shares in Q2 2026, an estimated $9.37K.
  • Fortrea Holdings made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #789 holding.
  • Wedmont Private Capital first reported a position in Fortrea Holdings in Q3 2025 and has held it in 4 quarters since.
  • 143 funds tracked by Wall St. Rank held Fortrea Holdings as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.