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Fortrea Hldgs shares owned by Holos Integrated Wealth

Quarter-by-quarter ownership of Fortrea Hldgs (FTRE) shares owned by Holos Integrated Wealth from 13F filings

Historical chart of Holos Integrated Wealth investment in Fortrea Hldgs

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All positions including Fortrea Hldgs held by Holos Integrated Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fortrea Hldgs by Holos Integrated Wealth

Quarter filed Position value Share count Share price at filing
2025-06-30 $144 22 6.59

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First Trust Laddered Buffer ETF Etf (BUFR)
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First Trust TCW Unconstrained PLUS Bond Etf (UCON)
Legacy Ed Stock (LGCY)
Vanguard Mid Cap Etf (VO)
First Trust Tactical High Yield Etf (HYLS)
Fidelity Limited Term Bond Etf (FLTB)
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SPDR Russell 1000 Yield Focus Etf (ONEY)
Ishares Russell Top 200 Etf (IWL)
Xtrackers MSCI EAFE Hedged Equity Etf (DBEF)
Innovator NASDAQ 100 Managed Floor Etf (QFLR)
Fidelity Enhanced Small Cap Etf (FESM)
Innovator Defined Wealth Shield Etf (BALT)
Schwab US Dividend Equity Etf (SCHD)

View all positions for Holos Integrated Wealth

Top funds holding Fortrea Hldgs

BlackRock
Vanguard Group
Goldman Sachs Group
Corvex Management
State Street Corporation
Sessa Capital IM
AQR Capital Management
FMR
Morgan Stanley
Charles Schwab Investment Management
Deutsche Bank Aktiengesellschaft
Park West Asset Management
Geode Capital Management
Nuveen
Beck Mack & Oliver

View all funds holding Fortrea Hldgs