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Schechter Investment Advisors’s Fortive FTV Stock Holding History

Schechter 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
Q1 		$406K Sell
7,361
-1,206
-14% -$70.8K 0.03% 411
2024
Q4 		$484K Sell
8,567
-455
-5% -$26.1K 0.04% 392
2024
Q3 		$537K Buy
9,022
+1,758
+24% +$96.7K 0.04% 385
2024
Q2 		$406K Sell
7,264
-784
-10% -$45.5K 0.03% 417
2024
Q1 		$522K Sell
8,048
-83
-1% -$5.04K 0.04% 365
2023
Q4 		$451K Sell
8,131
-18
-0.2% -$949 0.04% 373
2023
Q3 		$455K Sell
8,149
-187
-2% -$10.8K 0.04% 364
2023
Q2 		$470K Buy
8,336
+349
+4% +$17.6K 0.04% 395
2023
Q1 		$410K Buy
7,987
+1,682
+27% +$84.6K 0.04% 456
2022
Q4 		$305K Sell
6,305
-277
-4% -$13.4K 0.03% 628
2022
Q3 		$289K Buy
+6,582
New +$308K 0.03% 719

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 $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Schechter Investment Advisors's FTV Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Fortive (FTV) stake by 14% in Q1 2025, selling an estimated $70.8K and leaving 7,361 shares worth $406K. The position accounts for 0.03% of the portfolio, ranked #411.

Schechter Investment Advisors first reported a position in FTV in Q3 2022 and has held it in 11 quarters since. The position peaked at $537K in Q3 2024. 844 funds tracked by Wall St. Rank hold FTV as of Q1 2025.

  • Schechter Investment Advisors held 7,361 shares of Fortive worth $406K as of Q1 2025.
  • Schechter Investment Advisors sold 1,206 Fortive shares in Q1 2025, an estimated $70.8K.
  • Fortive made up 0.03% of Schechter Investment Advisors's portfolio in Q1 2025, its #411 holding.
  • Schechter Investment Advisors first reported a position in Fortive in Q3 2022 and has held it in 11 quarters since.
  • Schechter Investment Advisors's Fortive position peaked at $537K in Q3 2024.
  • 844 funds tracked by Wall St. Rank held Fortive as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.