Envestnet Portfolio Solutions’s Fortive FTV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
– Sell
-17,787
Closed -$1.01M – 1640
2024
Q4
$1.01M Sell
17,787
-14,744
-45% -$846K ﹤0.01% 922
2024
Q3
$1.93M Buy
32,531
+1,628
+5% +$89.6K 0.01% 669
2024
Q2
$1.73M Sell
30,903
-5,607
-15% -$326K 0.01% 673
2024
Q1
$2.37M Buy
36,510
+5,253
+17% +$319K 0.01% 580
2023
Q4
$1.73M Buy
31,257
+1,584
+5% +$83.5K 0.01% 626
2023
Q3
$1.66M Buy
+29,673
New +$1.71M 0.01% 603

Other funds holding FTV

Envestnet Portfolio Solutions's FTV Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of Fortive (FTV) in Q1 2025, closing a stake of 17,787 shares — an estimated $1.01M sold.

Envestnet Portfolio Solutions first reported a position in FTV in Q3 2023 and held it in 6 quarters. The position peaked at $2.37M in Q1 2024. 847 funds tracked by Wall St. Rank hold FTV as of Q1 2025.

  • Envestnet Portfolio Solutions reported no remaining Fortive position as of Q1 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 17,787 Fortive shares in Q1 2025, an estimated $1.01M.
  • Envestnet Portfolio Solutions first reported a position in Fortive in Q3 2023 and held it in 6 quarters.
  • Envestnet Portfolio Solutions's Fortive position peaked at $2.37M in Q1 2024.
  • 847 funds tracked by Wall St. Rank held Fortive as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.