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Mount Yale Investment Advisors’s Fortive FTV Stock Holding History

Mount Yale Investment 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
Q3 		– Sell
-5,429
Closed -$283K – 1026
2025
Q2 		$283K Sell
5,429
-1,802
-25% -$94.4K 0.02% 472
2025
Q1 		$399K Sell
7,231
-1,551
-18% -$91.1K 0.03% 372
2024
Q4 		$496K Buy
8,782
+62
+0.7% +$3.56K 0.04% 343
2024
Q3 		$519K Buy
8,720
+1,542
+21% +$84.8K 0.05% 339
2024
Q2 		$401K Buy
7,178
+64
+0.9% +$3.71K 0.03% 380
2024
Q1 		$461K Sell
7,114
-157
-2% -$9.53K 0.04% 372
2023
Q4 		$403K Sell
7,271
-107
-1% -$5.64K 0.04% 358
2023
Q3 		$412K Sell
7,378
-43
-0.6% -$2.47K 0.04% 336
2023
Q2 		$418K Buy
7,421
+497
+7% +$25.1K 0.04% 332
2023
Q1 		$356K Buy
6,924
+1,883
+37% +$94.7K 0.04% 347
2022
Q4 		$244K Sell
5,041
-162
-3% -$7.85K 0.03% 395
2022
Q3 		$229K Buy
+5,203
New +$243K 0.03% 397
2018
Q4 		– Sell
-43
Closed -$2K – 484
2018
Q3 		$2K Sell
43
-68
-61% -$3.49K ﹤0.01% 903
2018
Q2 		$5K Hold
111
– – ﹤0.01% 899
2018
Q1 		$5K Buy
+111
New +$5.28K ﹤0.01% 893

Other funds holding FTV

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 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

Mount Yale Investment Advisors's FTV Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Fortive (FTV) in Q3 2025, closing a stake of 5,429 shares — an estimated $283K sold.

Mount Yale Investment Advisors first reported a position in FTV in Q1 2018 and held it in 15 quarters. The position peaked at $519K in Q3 2024. 737 funds tracked by Wall St. Rank hold FTV as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Fortive position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 5,429 Fortive shares in Q3 2025, an estimated $283K.
  • Mount Yale Investment Advisors first reported a position in Fortive in Q1 2018 and held it in 15 quarters.
  • Mount Yale Investment Advisors's Fortive position peaked at $519K in Q3 2024.
  • 737 funds tracked by Wall St. Rank held Fortive as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.