WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in FTRE — Fortrea Holdings Inc.

CIK 1632972 PLYMOUTH, MN

Position in FTRE

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,517,593

+$757,870 QoQ

Shares Held

87,218

+8.1% QoQ

Ownership

0.092%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

of 25 holders

Holding Since

Sep 2023

10 quarters on record

Voting authority Sole 3.5359673461900067.ToString("F0")% Shared 0.ToString("F0")% None 96.46403265381.ToString("F0")%

Healthcare · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $166,117,226 across 147 Biotechnology names. FTRE ranks #18 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRTX	Vertex Pharmaceuticals Inc / Ma	45,889	$22,794,442
2	REGN	Regeneron Pharmaceuticals, Inc.	33,880	$21,125,535
3	INCY	Incyte Corp	151,505	$17,174,606
4	EXEL	Exelixis, Inc.	207,728	$11,302,480
5	RPRX	Royalty Pharma plc	179,888	$10,086,320
6	CORT	Corcept Therapeutics Inc	76,278	$6,632,372
7	HALO	Halozyme Therapeutics, Inc.	70,797	$5,541,281
8	AXSM	Axsome Therapeutics, Inc.	19,919	$4,875,573

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,517,593	87,218	+8.1%	Shares	Sole	2026-07-15
2026-03-31	$759,723	80,650	+23.5%	Shares	Sole	2026-04-08
2025-12-31	$1,126,735	65,318	+6.1%	Shares	Sole	2026-01-08
2025-09-30	$518,141	61,537	-21.5%	Shares	Sole	2025-10-29
2025-06-30	$387,073	78,355	+395.9%	Shares	Sole	2025-07-10
2025-03-31	$119,297	15,801	+75.6%	Shares	Sole	2025-04-16
2024-06-30	$210,060	9,000	-1.6%	Shares	Sole	2024-07-16
2024-03-31	$367,240	9,149	+3.4%	Shares	Sole	2024-04-15
2023-12-31	$308,795	8,848	-2.3%	Shares	Sole	2024-01-30
2023-09-30	$258,968	9,058	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.