FWA
FTV icon

FSM Wealth Advisors’s Fortive FTV Stock Holding History

FSM Wealth Advisors’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
-3,428
Closed -$203K – 216
2024
Q4 		$203K Buy
3,428
+47
+1% +$2.7K 0.05% 191
2024
Q3 		$201K Buy
+3,381
New +$186K 0.05% 188
2024
Q2 		– Sell
-3,321
Closed -$215K – 165
2024
Q1 		$215K Buy
+3,321
New +$202K 0.08% 153

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 $3.38T AUM 44.17% 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

FSM Wealth Advisors's FTV Position: Q1 2025 in Review

FSM Wealth Advisors sold out of Fortive (FTV) in Q1 2025, closing a stake of 3,428 shares — an estimated $203K sold.

FSM Wealth Advisors first reported a position in FTV in Q1 2024 and held it in 3 quarters. The position peaked at $215K in Q1 2024. 847 funds tracked by Wall St. Rank hold FTV as of Q1 2025.

  • FSM Wealth Advisors reported no remaining Fortive position as of Q1 2025 after selling out during the quarter.
  • FSM Wealth Advisors sold 3,428 Fortive shares in Q1 2025, an estimated $203K.
  • FSM Wealth Advisors first reported a position in Fortive in Q1 2024 and held it in 3 quarters.
  • FSM Wealth Advisors's Fortive position peaked at $215K in Q1 2024.
  • 847 funds tracked by Wall St. Rank held Fortive as of Q1 2025.

Based on FSM Wealth Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.