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Coppell Advisory Solutions’s Fortive FTV Stock Holding History

Coppell Advisory 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
-50
Closed -$2.85K – 895
2024
Q4 		$2.85K Hold
50
– – ﹤0.01% 1469
2024
Q3 		$3.01K Hold
50
– – ﹤0.01% 1371
2024
Q2 		$2.82K Buy
+50
New +$2.9K ﹤0.01% 1325
2023
Q4 		$2.8K Buy
+50
New +$2.64K ﹤0.01% 1225

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

Coppell Advisory Solutions's FTV Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Fortive (FTV) in Q1 2025, closing a stake of 50 shares — an estimated $2.85K sold.

Coppell Advisory Solutions first reported a position in FTV in Q4 2023 and held it in 4 quarters. The position peaked at $3.01K in Q3 2024. 846 funds tracked by Wall St. Rank hold FTV as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Fortive position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 50 Fortive shares in Q1 2025, an estimated $2.85K.
  • Coppell Advisory Solutions first reported a position in Fortive in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's Fortive position peaked at $3.01K in Q3 2024.
  • 846 funds tracked by Wall St. Rank held Fortive as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.