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Advisor OS’s Fortive FTV Stock Holding History

Advisor OS’s Portfolio FTV Stock Details FTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-7,828
Closed -$442K – 440
2024
Q4 		$442K Sell
7,828
-11,686
-60% -$671K 0.05% 244
2024
Q3 		$1.16M Sell
19,514
-591
-3% -$32.5K 0.12% 138
2024
Q2 		$1.12M Buy
20,105
+1,601
+9% +$92.9K 0.12% 144
2024
Q1 		$1.2M Buy
18,504
+2,414
+15% +$147K 0.14% 133
2023
Q4 		$893K Sell
16,090
-2,631
-14% -$139K 0.12% 156
2023
Q3 		$1.05M Buy
18,721
+1,193
+7% +$68.6K 0.16% 126
2023
Q2 		$988K Buy
17,528
+2,045
+13% +$103K 0.16% 128
2023
Q1 		$795K Buy
15,483
+635
+4% +$31.9K 0.19% 131
2022
Q4 		$719K Buy
14,848
+1,896
+15% +$91.8K 0.19% 121
2022
Q3 		$569K Buy
12,952
+1,675
+15% +$78.3K 0.17% 117
2022
Q2 		$462K Sell
11,277
-979
-8% -$43.3K 0.13% 147
2022
Q1 		$563K Sell
12,256
-18,403
-60% -$910K 0.16% 133
2021
Q4 		$1.76M Buy
30,659
+2,820
+10% +$159K 0.36% 72
2021
Q3 		$1.48M Buy
27,839
+3,264
+13% +$179K 0.32% 69
2021
Q2 		$1.29M Buy
24,575
+4,950
+25% +$267K 0.27% 73
2021
Q1 		$1.04M Buy
19,625
+3,241
+20% +$168K 0.24% 79
2020
Q4 		$874K Buy
16,384
+4,692
+40% +$241K 0.23% 64
2020
Q3 		$561K Buy
+11,692
New +$533K 0.24% 50

Other funds holding FTV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Advisor OS's FTV Position: Q1 2025 in Review

Advisor OS sold out of Fortive (FTV) in Q1 2025, closing a stake of 7,828 shares — an estimated $442K sold.

Advisor OS first reported a position in FTV in Q3 2020 and held it in 18 quarters. The position peaked at $1.76M in Q4 2021. 846 funds tracked by Wall St. Rank hold FTV as of Q1 2025.

  • Advisor OS reported no remaining Fortive position as of Q1 2025 after selling out during the quarter.
  • Advisor OS sold 7,828 Fortive shares in Q1 2025, an estimated $442K.
  • Advisor OS first reported a position in Fortive in Q3 2020 and held it in 18 quarters.
  • Advisor OS's Fortive position peaked at $1.76M in Q4 2021.
  • 846 funds tracked by Wall St. Rank held Fortive as of Q1 2025.

Based on Advisor OS's 13F filing for Q1 2025, filed 6 May 2025.