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Essential Planning’s Fortune Brands Innovations FBIN Stock Holding History

Essential Planning’s Portfolio FBIN Stock Details FBIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,270
Closed -$823K – 151
2024
Q4 		$823K Buy
+10,270
New +$823K 0.01% 238

Other funds holding FBIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Essential Planning's FBIN Position: Q1 2025 in Review

Essential Planning sold out of Fortune Brands Innovations (FBIN) in Q1 2025, closing a stake of 10,270 shares — an estimated $823K sold.

Essential Planning first reported a position in FBIN in Q4 2024 and held it in 1 quarter. The position peaked at $823K in Q4 2024. 602 funds tracked by Wall St. Rank hold FBIN as of Q1 2025.

  • Essential Planning reported no remaining Fortune Brands Innovations position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 10,270 Fortune Brands Innovations shares in Q1 2025, an estimated $823K.
  • Essential Planning first reported a position in Fortune Brands Innovations in Q4 2024 and held it in 1 quarter.
  • Essential Planning's Fortune Brands Innovations position peaked at $823K in Q4 2024.
  • 602 funds tracked by Wall St. Rank held Fortune Brands Innovations as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.