Carson Wealth (CWM LLC)’s Fortive FTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.51M | Sell |
27,273
-234
| -0.9% | -$13.1K | ﹤0.01% | 1325 |
|
|
2025
Q4 | $1.52M | Buy |
27,507
+3,635
| +15% | +$189K | ﹤0.01% | 1278 |
|
|
2025
Q3 | $1.17M | Buy |
23,872
+6,464
| +37% | +$319K | ﹤0.01% | 1321 |
|
|
2025
Q2 | $907K | Buy |
17,408
+2,047
| +13% | +$107K | ﹤0.01% | 1291 |
|
|
2025
Q1 | $847K | Buy |
15,361
+2,042
| +15% | +$120K | ﹤0.01% | 1222 |
|
|
2024
Q4 | $753K | Buy |
13,319
+8
| +0.1% | +$459 | ﹤0.01% | 1218 |
|
|
2024
Q3 | $792K | Buy |
13,311
+674
| +5% | +$37.1K | ﹤0.01% | 1148 |
|
|
2024
Q2 | $706K | Buy |
12,637
+1,166
| +10% | +$67.7K | ﹤0.01% | 1062 |
|
|
2024
Q1 | $744K | Buy |
11,471
+1,504
| +15% | +$91.3K | ﹤0.01% | 980 |
|
|
2023
Q4 | $553K | Buy |
9,967
+2,195
| +28% | +$116K | ﹤0.01% | 1028 |
|
|
2023
Q3 | $434K | Buy |
7,772
+553
| +8% | +$31.8K | ﹤0.01% | 1027 |
|
|
2023
Q2 | $407K | Buy |
7,219
+734
| +11% | +$37.1K | ﹤0.01% | 1003 |
|
|
2023
Q1 | $333K | Buy |
6,485
+365
| +6% | +$18.4K | ﹤0.01% | 1019 |
|
|
2022
Q4 | $296K | Buy |
6,120
+755
| +14% | +$36.6K | ﹤0.01% | 957 |
|
|
2022
Q3 | $236K | Sell |
5,365
-1,468
| -21% | -$68.6K | ﹤0.01% | 986 |
|
|
2022
Q2 | $280K | Buy |
6,833
+182
| +3% | +$8.05K | ﹤0.01% | 909 |
|
|
2022
Q1 | $305K | Buy |
6,651
+1,469
| +28% | +$72.6K | ﹤0.01% | 877 |
|
|
2021
Q4 | $298K | Buy |
+5,182
| New | +$293K | ﹤0.01% | 872 |
|
|
2021
Q2 | $238K | Hold |
4,520
| – | – | ﹤0.01% | 847 |
|
|
2021
Q1 | $238K | Hold |
4,520
| – | – | ﹤0.01% | 847 |
|
|
2020
Q4 | $238K | Sell |
4,520
-881
| -16% | -$45.3K | ﹤0.01% | 847 |
|
|
2020
Q3 | $238K | Hold |
5,401
| – | – | ﹤0.01% | 847 |
|
|
2020
Q2 | $238K | Hold |
5,401
| – | – | ﹤0.01% | 847 |
|
|
2020
Q1 | $238K | Hold |
5,401
| – | – | ﹤0.01% | 847 |
|
|
2019
Q4 | $238K | Hold |
5,401
| – | – | ﹤0.01% | 847 |
|
|
2019
Q3 | $238K | Hold |
5,401
| – | – | ﹤0.01% | 847 |
|
|
2019
Q2 | $238K | Hold |
5,401
| – | – | ﹤0.01% | 847 |
|
|
2019
Q1 | $238K | Buy |
5,401
+2,478
| +85% | +$121K | ﹤0.01% | 847 |
|
|
2018
Q4 | $125K | Buy |
2,923
+70
| +2% | +$3.29K | ﹤0.01% | 686 |
|
|
2018
Q3 | $151K | Buy |
2,853
+24
| +0.8% | +$1.23K | ﹤0.01% | 560 |
|
|
2018
Q2 | $138K | Hold |
2,829
| – | – | ﹤0.01% | 478 |
|
|
2018
Q1 | $138K | Sell |
2,829
-67
| -2% | -$3.19K | 0.01% | 409 |
|
|
2017
Q4 | $132K | Hold |
2,896
| – | – | 0.01% | 393 |
|
|
2017
Q3 | $129K | Buy |
2,896
+235
| +9% | +$9.78K | 0.01% | 380 |
|
|
2017
Q2 | $106K | Hold |
2,661
| – | – | 0.01% | 378 |
|
|
2017
Q1 | $101K | Sell |
2,661
-106
| -4% | -$3.8K | 0.01% | 365 |
|
|
2016
Q4 | $94K | Buy |
2,767
+1,275
| +85% | +$42.2K | 0.01% | 359 |
|
|
2016
Q3 | $48K | Buy |
+1,492
| New | +$47.9K | ﹤0.01% | 427 |
|
Other funds holding FTV
VCM
VPM
Carson Wealth (CWM LLC)'s FTV Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Fortive (FTV) stake by 0.85% in Q1 2026, selling an estimated $13.1K and leaving 27,273 shares worth $1.51M. The position accounts for ﹤0.01% of the portfolio, ranked #1325.
Carson Wealth (CWM LLC) first reported a position in FTV in Q3 2016 and has held it in 38 quarters since. The position peaked at $1.52M in Q4 2025. 781 funds tracked by Wall St. Rank hold FTV as of Q1 2026.
- Carson Wealth (CWM LLC) held 27,273 shares of Fortive worth $1.51M as of Q1 2026.
- Carson Wealth (CWM LLC) sold 234 Fortive shares in Q1 2026, an estimated $13.1K.
- Fortive made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1325 holding.
- Carson Wealth (CWM LLC) first reported a position in Fortive in Q3 2016 and has held it in 38 quarters since.
- Carson Wealth (CWM LLC)'s Fortive position peaked at $1.52M in Q4 2025.
- 781 funds tracked by Wall St. Rank held Fortive as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.