Integrated Wealth Concepts »

Fortrea Hldgs shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts investment in Fortrea Hldgs

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Fortrea Hldgs by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-06-30 $350k 20k 17.40
2026-03-31 $186k 20k 9.42
2025-12-31 $256k 15k 17.25
2025-09-30 $124k 15k 8.42
2025-06-30 $75k 15k 4.94
2024-03-31 $214k 5.3k 40.14

More positions owned by Integrated Wealth Concepts

Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Etf Ser Solutions Aptus Defined (DRSK)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Betabuilders I (BBIN)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Amazon (AMZN)
Spdr Series Trust St Str P500etf (SPYM)

View all positions for Integrated Wealth Concepts

Top funds holding Fortrea Hldgs

BlackRock
Goldman Sachs Group
Sessa Capital IM
Vanguard Capital Management
Vanguard Portfolio Management
FMR
Corvex Management
AQR Capital Management
Geode Capital Management
Charles Schwab Investment Management
Sixth Street Partners Management Company
Loomis, Sayles and
Wellington Management Company
Park West Asset Management
Ameriprise Financial

View all funds holding Fortrea Hldgs