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Valued Wealth Advisors’s Fortive FTV Stock Holding History

Valued 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
-174
Closed -$9.79K – 661
2024
Q4 		$9.79K Hold
174
– – 0.01% 231
2024
Q3 		$10.3K Buy
174
+1
+0.6% +$55 0.01% 207
2024
Q2 		$9.66K Hold
173
– – 0.01% 203
2024
Q1 		$11.2K Sell
173
-1
-0.6% -$61 0.01% 174
2023
Q4 		$9.68K Buy
+174
New +$9.18K 0.01% 120

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

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

Valued Wealth Advisors sold out of Fortive (FTV) in Q1 2025, closing a stake of 174 shares — an estimated $9.79K sold.

Valued Wealth Advisors first reported a position in FTV in Q4 2023 and held it in 5 quarters. The position peaked at $11.2K in Q1 2024. 847 funds tracked by Wall St. Rank hold FTV as of Q1 2025.

  • Valued Wealth Advisors reported no remaining Fortive position as of Q1 2025 after selling out during the quarter.
  • Valued Wealth Advisors sold 174 Fortive shares in Q1 2025, an estimated $9.79K.
  • Valued Wealth Advisors first reported a position in Fortive in Q4 2023 and held it in 5 quarters.
  • Valued Wealth Advisors's Fortive position peaked at $11.2K in Q1 2024.
  • 847 funds tracked by Wall St. Rank held Fortive as of Q1 2025.

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