Avantra Family Wealth’s Fortive FTV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$306K Sell
5,012
-1,001
-17% -$60.1K 0.2% 144
2026
Q1
$332K Buy
+6,013
New +$337K 0.25% 118
2025
Q3
Sell
-4,569
Closed -$238K 170
2025
Q2
$238K Sell
4,569
-1,815
-28% -$95.1K 0.2% 122
2025
Q1
$352K Buy
+6,384
New +$375K 0.34% 104

Other funds holding FTV

Avantra Family Wealth's FTV Position: Q2 2026 in Review

Avantra Family Wealth reduced its Fortive (FTV) stake by 17% in Q2 2026, selling an estimated $60.1K and leaving 5,012 shares worth $306K. The position accounts for 0.2% of the portfolio, ranked #144.

Avantra Family Wealth first reported a position in FTV in Q1 2025 and has held it in 4 quarters since. The position peaked at $352K in Q1 2025. 307 funds tracked by Wall St. Rank hold FTV as of Q2 2026.

  • Avantra Family Wealth held 5,012 shares of Fortive worth $306K as of Q2 2026.
  • Avantra Family Wealth sold 1,001 Fortive shares in Q2 2026, an estimated $60.1K.
  • Fortive made up 0.2% of Avantra Family Wealth's portfolio in Q2 2026, its #144 holding.
  • Avantra Family Wealth first reported a position in Fortive in Q1 2025 and has held it in 4 quarters since.
  • Avantra Family Wealth's Fortive position peaked at $352K in Q1 2025.
  • 307 funds tracked by Wall St. Rank held Fortive as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.