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Richardson Financial Services’s Fortive FTV Stock Holding History

Richardson Financial Services’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
-692
Closed -$36.8K – 545
2025
Q2 		$36.8K Sell
692
-214
-24% -$11.2K 0.02% 280
2025
Q1 		$50K Sell
906
-14
-2% -$822 0.04% 244
2024
Q4 		$52K Buy
920
+150
+19% +$8.61K 0.04% 251
2024
Q3 		$43K Hold
770
– – 0.03% 271
2024
Q2 		$43K Hold
770
– – 0.03% 257
2024
Q1 		$49.9K Sell
770
-1
-0.1% -$61 0.04% 251
2023
Q4 		$42.8K Buy
+771
New +$40.7K 0.04% 224

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 $3.37T AUM 44.26% 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

Richardson Financial Services's FTV Position: Q3 2025 in Review

Richardson Financial Services sold out of Fortive (FTV) in Q3 2025, closing a stake of 692 shares — an estimated $36.8K sold.

Richardson Financial Services first reported a position in FTV in Q4 2023 and held it in 7 quarters. The position peaked at $52K in Q4 2024. 736 funds tracked by Wall St. Rank hold FTV as of Q3 2025.

  • Richardson Financial Services reported no remaining Fortive position as of Q3 2025 after selling out during the quarter.
  • Richardson Financial Services sold 692 Fortive shares in Q3 2025, an estimated $36.8K.
  • Richardson Financial Services first reported a position in Fortive in Q4 2023 and held it in 7 quarters.
  • Richardson Financial Services's Fortive position peaked at $52K in Q4 2024.
  • 736 funds tracked by Wall St. Rank held Fortive as of Q3 2025.

Based on Richardson Financial Services's 13F filing for Q3 2025, filed 28 Oct 2025.