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Whipplewood Advisors’s Fortrea Holdings FTRE Stock Holding History

Whipplewood Advisors’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 		– Sell
-7
Closed -$66 – 815
2026
Q1 		$66 Buy
7
+3
+75% +$39 ﹤0.01% 1051
2025
Q4 		$69 Buy
+4
New +$49 ﹤0.01% 501
2025
Q3 		– Sell
-11
Closed -$54 – 637
2025
Q2 		$54 Sell
11
-67
-86% -$360 ﹤0.01% 1199
2025
Q1 		$83 Buy
78
+67
+609% +$946 ﹤0.01% 1203
2024
Q4 		$205 Buy
+11
New +$214 ﹤0.01% 1165

Other funds holding FTRE

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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

Whipplewood Advisors's FTRE Position: Q2 2026 in Review

Whipplewood Advisors sold out of Fortrea Holdings (FTRE) in Q2 2026, closing a stake of 7 shares — an estimated $66 sold.

Whipplewood Advisors first reported a position in FTRE in Q4 2024 and held it in 5 quarters. The position peaked at $205 in Q4 2024. 333 funds tracked by Wall St. Rank hold FTRE as of Q2 2026.

  • Whipplewood Advisors reported no remaining Fortrea Holdings position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 7 Fortrea Holdings shares in Q2 2026, an estimated $66.
  • Whipplewood Advisors first reported a position in Fortrea Holdings in Q4 2024 and held it in 5 quarters.
  • Whipplewood Advisors's Fortrea Holdings position peaked at $205 in Q4 2024.
  • 333 funds tracked by Wall St. Rank held Fortrea Holdings as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.