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Atria Wealth Solutions’s Fortive FTV Stock Holding History

Atria Wealth Solutions’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
-3,698
Closed -$209K – 1940
2024
Q4 		$209K Sell
3,698
-1,889
-34% -$108K ﹤0.01% 1806
2024
Q3 		$332K Buy
5,587
+2
+0% +$110 ﹤0.01% 1453
2024
Q2 		$312K Sell
5,585
-525
-9% -$30.5K ﹤0.01% 1483
2024
Q1 		$396K Buy
6,110
+349
+6% +$21.2K ﹤0.01% 1371
2023
Q4 		$320K Buy
5,761
+2
+0% +$105 ﹤0.01% 1455
2023
Q3 		$322K Buy
5,759
+771
+15% +$44.3K ﹤0.01% 1370
2023
Q2 		$281K Sell
4,988
-1,614
-24% -$81.5K ﹤0.01% 1488
2023
Q1 		$339K Buy
6,602
+952
+17% +$47.9K 0.01% 1344
2022
Q4 		$274K Sell
5,650
-63
-1% -$3.05K ﹤0.01% 1416
2022
Q3 		$251K Sell
5,713
-34,527
-86% -$1.61M ﹤0.01% 1409
2022
Q2 		$1.65M Buy
40,240
+21,195
+111% +$937K 0.03% 503
2022
Q1 		$874K Buy
+19,045
New +$942K 0.01% 789

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 $3.38T AUM 44.17% 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

Atria Wealth Solutions's FTV Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Fortive (FTV) in Q1 2025, closing a stake of 3,698 shares — an estimated $209K sold.

Atria Wealth Solutions first reported a position in FTV in Q1 2022 and held it in 12 quarters. The position peaked at $1.65M in Q2 2022. 847 funds tracked by Wall St. Rank hold FTV as of Q1 2025.

  • Atria Wealth Solutions reported no remaining Fortive position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 3,698 Fortive shares in Q1 2025, an estimated $209K.
  • Atria Wealth Solutions first reported a position in Fortive in Q1 2022 and held it in 12 quarters.
  • Atria Wealth Solutions's Fortive position peaked at $1.65M in Q2 2022.
  • 847 funds tracked by Wall St. Rank held Fortive as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.