William B. Walkup & Associates’s Fortrea Holdings FTRE Stock Holding History

William B. Walkup & Associates’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	$153K	Sell	8,816 -381	-4%	-$5.14K	0.07%	90
2026 Q1	$69.4K	Hold	9,197	–	–	0.04%	97
2025 Q4	$159K	Hold	9,197	–	–	0.09%	88
2025 Q3	$77.4K	Hold	9,197	–	–	0.04%	93
2025 Q2	$45.4K	Hold	9,197	–	–	0.03%	101
2025 Q1	$69.4K	Buy	9,197 +26	+0.3%	+$367	0.04%	96
2024 Q4	$171K	Sell	9,171 -215	-2%	-$4.19K	0.11%	83
2024 Q3	$188K	Hold	9,386	–	–	0.12%	83
2024 Q2	$219K	Buy	+9,386	New	+$291K	0.14%	78

Other funds holding FTRE

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

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

CCM

Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

William B. Walkup & Associates's FTRE Position: Q2 2026 in Review

William B. Walkup & Associates reduced its Fortrea Holdings (FTRE) stake by 4.1% in Q2 2026, selling an estimated $5.14K and leaving 8,816 shares worth $153K. The position accounts for 0.07% of the portfolio, ranked #90.

William B. Walkup & Associates first reported a position in FTRE in Q2 2024 and has held it in 9 quarters since. The position peaked at $219K in Q2 2024. 94 funds tracked by Wall St. Rank hold FTRE as of Q2 2026.

William B. Walkup & Associates held 8,816 shares of Fortrea Holdings worth $153K as of Q2 2026.
William B. Walkup & Associates sold 381 Fortrea Holdings shares in Q2 2026, an estimated $5.14K.
Fortrea Holdings made up 0.07% of William B. Walkup & Associates's portfolio in Q2 2026, its #90 holding.
William B. Walkup & Associates first reported a position in Fortrea Holdings in Q2 2024 and has held it in 9 quarters since.
William B. Walkup & Associates's Fortrea Holdings position peaked at $219K in Q2 2024.
94 funds tracked by Wall St. Rank held Fortrea Holdings as of Q2 2026.

Based on William B. Walkup & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.