Principal Securities’s Fortive FTV Stock Holding History

Principal Securities’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 Q4	–	Sell	-527	Closed	-$25.8K	–	2162
2025 Q3	$25.8K	Sell	527 -13,845	-96%	-$682K	﹤0.01%	2288
2025 Q2	$749K	Buy	14,372 +892	+7%	+$46.7K	0.01%	700
2025 Q1	$762K	Hold	13,480	–	–	0.02%	641
2024 Q4	$762K	Sell	13,480 -13,264	-50%	-$761K	0.02%	635
2024 Q3	$1.59M	Buy	26,744 +3,633	+16%	+$200K	0.04%	415
2024 Q2	$1.29M	Buy	23,111 +1,740	+8%	+$101K	0.04%	418
2024 Q1	$1.39M	Buy	21,371 +1,486	+7%	+$90.2K	0.04%	364
2023 Q4	$1.1M	Buy	+19,885	New	+$1.05M	0.04%	385

Other funds holding FTV

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Principal Securities's FTV Position: Q4 2025 in Review

Principal Securities sold out of Fortive (FTV) in Q4 2025, closing a stake of 527 shares — an estimated $25.8K sold.

Principal Securities first reported a position in FTV in Q4 2023 and held it in 8 quarters. The position peaked at $1.59M in Q3 2024. 782 funds tracked by Wall St. Rank hold FTV as of Q4 2025.

Principal Securities reported no remaining Fortive position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 527 Fortive shares in Q4 2025, an estimated $25.8K.
Principal Securities first reported a position in Fortive in Q4 2023 and held it in 8 quarters.
Principal Securities's Fortive position peaked at $1.59M in Q3 2024.
782 funds tracked by Wall St. Rank held Fortive as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.