AAS
FTV icon

Avantax Advisory Services’s Fortive FTV Stock Holding History

Avantax Advisory Services’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
Q2 		$324K Sell
6,218
-1,059
-15% -$55.5K ﹤0.01% 1847
2025
Q1 		$401K Sell
7,277
-4,081
-36% -$240K ﹤0.01% 1654
2024
Q4 		$642K Sell
11,358
-5,256
-32% -$302K ﹤0.01% 1296
2024
Q3 		$988K Buy
16,614
+1,549
+10% +$85.2K 0.01% 1032
2024
Q2 		$841K Buy
15,065
+11,154
+285% +$648K 0.01% 1072
2024
Q1 		$253K Buy
+3,911
New +$237K ﹤0.01% 1405

Other funds holding FTV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Avantax Advisory Services's FTV Position: Q2 2025 in Review

Avantax Advisory Services reduced its Fortive (FTV) stake by 15% in Q2 2025, selling an estimated $55.5K and leaving 6,218 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #1847.

Avantax Advisory Services first reported a position in FTV in Q1 2024 and has held it in 6 quarters since. The position peaked at $988K in Q3 2024. 794 funds tracked by Wall St. Rank hold FTV as of Q2 2025.

  • Avantax Advisory Services held 6,218 shares of Fortive worth $324K as of Q2 2025.
  • Avantax Advisory Services sold 1,059 Fortive shares in Q2 2025, an estimated $55.5K.
  • Fortive made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1847 holding.
  • Avantax Advisory Services first reported a position in Fortive in Q1 2024 and has held it in 6 quarters since.
  • Avantax Advisory Services's Fortive position peaked at $988K in Q3 2024.
  • 794 funds tracked by Wall St. Rank held Fortive as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.