BARTLETT & CO. WEALTH MANAGEMENT LLC

Position in FTRE — Fortrea Holdings Inc.

CIK 2010186 CINCINNATI, OH

Position in FTRE

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$10,088

-$11,509 QoQ

Shares Held

1,071

-14.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Healthcare · as of Mar 31, 2026

BARTLETT & CO. WEALTH MANAGEMENT LLC holds $1,178,544 across 17 Biotechnology names. FTRE ranks #7 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRSP	CRISPR Therapeutics AG	11,100	$528,027
2	REGN	Regeneron Pharmaceuticals, Inc.	362	$279,695
3	VRTX	Vertex Pharmaceuticals Inc / Ma	570	$254,527
4	INCY	Incyte Corp	354	$33,318
5	DNLI	Denali Therapeutics Inc.	1,500	$28,800
6	CADL	Candel Therapeutics, Inc.	3,520	$17,248
7	FTRE	Fortrea Holdings Inc. This page	1,071	$10,088
8	OCGN	Ocugen, Inc.	5,300	$9,593

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$10,088	1,071	-14.5%	Shares	Sole	2026-05-06
2025-12-31	$21,597	1,252	-19.8%	Shares	Sole	2026-01-22
2025-09-30	$13,152	1,562	+18.4%	Shares	Sole	2025-10-09
2025-06-30	$6,515	1,319	0.0%	Shares	Sole	2025-07-18
2025-03-31	$9,958	1,319	0.0%	Shares	Sole	2025-04-24
2024-12-31	$24,599	1,319	-35.9%	Shares	Sole	2025-01-17
2024-09-30	$41,160	2,058	+2.2%	Shares	Sole	2024-10-17
2024-06-30	$46,983	2,013	-42.3%	Shares	Sole	2024-07-12
2024-03-31	$139,968	3,487	-63.0%	Shares	Sole	2024-05-09
2023-12-31	$328,758	9,420	-56.6%	Shares	Sole	2024-02-14
2023-09-30	$620,660	21,709	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.