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Cherry Tree Wealth Management’s Fortive FTV Stock Holding History

Cherry Tree Wealth Management’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 		– Sell
-93
Closed -$5.12K – 657
2025
Q1 		$5.12K Buy
+93
New +$5.46K ﹤0.01% 522
2023
Q3 		– Sell
-3
Closed -$150 – 599
2023
Q2 		$150 Buy
+3
New +$151 ﹤0.01% 601

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 $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cherry Tree Wealth Management's FTV Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Fortive (FTV) in Q2 2025, closing a stake of 93 shares — an estimated $5.12K sold.

Cherry Tree Wealth Management first reported a position in FTV in Q2 2023 and held it in 2 quarters. The position peaked at $5.12K in Q1 2025. 795 funds tracked by Wall St. Rank hold FTV as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining Fortive position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 93 Fortive shares in Q2 2025, an estimated $5.12K.
  • Cherry Tree Wealth Management first reported a position in Fortive in Q2 2023 and held it in 2 quarters.
  • Cherry Tree Wealth Management's Fortive position peaked at $5.12K in Q1 2025.
  • 795 funds tracked by Wall St. Rank held Fortive as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.