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CBIZ Investment Advisory Services’s Fortive FTV Stock Holding History

CBIZ Investment Advisory Services’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
Q1 		$1.71K Sell
31
-33
-52% -$1.85K ﹤0.01% 359
2025
Q4 		$3.53K Buy
64
+22
+52% +$1.14K ﹤0.01% 567
2025
Q3 		$2.06K Buy
42
+11
+35% +$542 ﹤0.01% 566
2025
Q2 		$1.62K Sell
31
-75
-71% -$3.93K ﹤0.01% 565
2025
Q1 		$5.85K Buy
+106
New +$6.22K ﹤0.01% 380

Other funds holding FTV

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

CBIZ Investment Advisory Services's FTV Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its Fortive (FTV) stake by 52% in Q1 2026, selling an estimated $1.85K and leaving 31 shares worth $1.71K. The position accounts for ﹤0.01% of the portfolio, ranked #359.

CBIZ Investment Advisory Services first reported a position in FTV in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.85K in Q1 2025. 777 funds tracked by Wall St. Rank hold FTV as of Q1 2026.

  • CBIZ Investment Advisory Services held 31 shares of Fortive worth $1.71K as of Q1 2026.
  • CBIZ Investment Advisory Services sold 33 Fortive shares in Q1 2026, an estimated $1.85K.
  • Fortive made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #359 holding.
  • CBIZ Investment Advisory Services first reported a position in Fortive in Q1 2025 and has held it in 5 quarters since.
  • CBIZ Investment Advisory Services's Fortive position peaked at $5.85K in Q1 2025.
  • 777 funds tracked by Wall St. Rank held Fortive as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.