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Cassaday & Co Wealth Management’s Fortive FTV Stock Holding History

Cassaday & Co Wealth Management’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
2026
Q2 		$24.5K Hold
401
– – ﹤0.01% 742
2026
Q1 		$22.2K Buy
+401
New +$22.5K ﹤0.01% 768

Other funds holding FTV

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cassaday & Co Wealth Management's FTV Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Fortive (FTV) position steady in Q2 2026 at 401 shares worth $24.5K. The position accounts for ﹤0.01% of the portfolio, ranked #742.

Cassaday & Co Wealth Management first reported a position in FTV in Q1 2026 and has held it in 2 quarters since. 800 funds tracked by Wall St. Rank hold FTV as of Q2 2026.

  • Cassaday & Co Wealth Management held 401 shares of Fortive worth $24.5K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Fortive share count unchanged in Q2 2026.
  • Fortive made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #742 holding.
  • Cassaday & Co Wealth Management first reported a position in Fortive in Q1 2026 and has held it in 2 quarters since.
  • 800 funds tracked by Wall St. Rank held Fortive as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.