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Creative Planning FTRE Position History
Fortrea Holdings Inc. • Healthcare
Quarters held
8
Latest value
$2.5M
Q3 2026
Peak value
$2.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $638K |
| Q3 2025 | $8K |
| Q4 2025 | $1.5M |
| Q1 2026 | $962K |
| Q2 2026 | $12K |
| Q2 2026 | $2M |
| Q3 2026 | $20K |
| Q3 2026 | $2.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.5M | 124.7K | — | — |
| Q3 2026 | $20K | 989 | — | — |
| Q2 2026 | $2M | 115.0K | — | — |
| Q2 2026 | $12K | 696 | — | — |
| Q1 2026 | $962K | 102.1K | — | — |
| Q4 2025 | $1.5M | 87.9K | — | — |
| Q3 2025 | $8K | 907 | — | — |
| Q3 2025 | $638K | 75.8K | — | — |
Other funds holding FTRE
$299.9M
$265.1M
$212.8M
$195.7M
$186.7M
$168M
$144.1M