FTV β€” FORTIVE CORP

Ownership history in PRINCIPAL SECURITIES, INC.  Β·  8 quarters on record

AI Ownership Summary

PRINCIPAL SECURITIES, INC. reported FORTIVE CORP (FTV) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.04% in 2024 Q1. The latest visible filing shows FTV at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FTV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PRINCIPAL SECURITIES, INC.'s position in FORTIVE CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

FTV was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How PRINCIPAL SECURITIES, INC. held FTV β€” position size vs. price
% of Fund (quarterly)    FTV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 527 -13,845 -96.3% 0.00% $26K 2025-11-12 $51.91
2025 Q2 ADDED 14,372 +4,214 +41.5% 0.01% $749K 2025-08-11 $46.56
2025 Q1 UNCHANGED 10,158 β€” 0% 0.02% $762K 2025-04-30 $52.28
2024 Q4 REDUCED 10,158 -9,996 -49.6% 0.02% $762K 2025-01-30 $61.17
2024 Q3 ADDED 20,154 +2,738 +15.7% 0.04% $1.6M 2024-10-28 $56.27
2024 Q2 ADDED 17,416 +1,311 +8.1% 0.04% $1.3M 2024-07-31 $53.73
2024 Q1 ADDED 16,105 +1,120 +7.5% 0.04% $1.4M 2024-05-10 $57.43
2023 Q4 INITIATED 14,985 β€” β€” 0.04% $1.1M 2024-02-07 $61.44

FAQ About PRINCIPAL SECURITIES, INC. and FTV

These are the practical questions this page is built to answer before you even open the full history table.

How long has PRINCIPAL SECURITIES, INC. reported owning FTV?

PRINCIPAL SECURITIES, INC. reported FTV across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported FTV position in PRINCIPAL SECURITIES, INC.'s portfolio?

The largest reported portfolio weight for FTV was 0.04% in 2024 Q1.

What is the latest reported FTV position on this page?

The most recent filing on this page is 2025 Q3, when PRINCIPAL SECURITIES, INC. reported 527 shares, equal to 0.00% of portfolio, with an estimated market value of $26K.

What does the chart on this FTV ownership page compare?

The chart compares PRINCIPAL SECURITIES, INC.'s quarterly FTV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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