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Concord Wealth Partners’s Fortive FTV Stock Holding History

Concord Wealth Partners’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
2025
Q4 		– Sell
-53
Closed -$2.6K – 867
2025
Q3 		$2.6K Hold
53
– – ﹤0.01% 696
2025
Q2 		$2.76K Sell
53
-17
-24% -$890 ﹤0.01% 694
2025
Q1 		$3.88K Sell
70
-246
-78% -$14.4K ﹤0.01% 620
2024
Q4 		$17.9K Buy
316
+11
+4% +$631 ﹤0.01% 474
2024
Q3 		$18.2K Hold
305
– – ﹤0.01% 484
2024
Q2 		$17K Sell
305
-174
-36% -$10.1K ﹤0.01% 452
2024
Q1 		$31K Hold
479
– – 0.01% 430
2023
Q4 		$26.5K Buy
479
+1
+0.2% +$53 0.01% 443
2023
Q3 		$26.7K Buy
478
+116
+32% +$6.67K 0.01% 467
2023
Q2 		$20.4K Buy
362
+69
+24% +$3.48K ﹤0.01% 504
2023
Q1 		$15.1K Buy
293
+262
+845% +$13.2K ﹤0.01% 536
2022
Q4 		$1.48K Buy
+31
New +$1.5K ﹤0.01% 1002
2022
Q3 		– Sell
-31
Closed -$1K – 522
2022
Q2 		$1K Hold
31
– – ﹤0.01% 1135
2022
Q1 		$1K Buy
31
+16
+107% +$791 ﹤0.01% 1200
2021
Q4 		$1K Buy
+15
New +$848 ﹤0.01% 1219
2021
Q2 		– Sell
-138
Closed -$7K – 1068
2021
Q1 		$7K Buy
+138
New +$7.14K ﹤0.01% 625

Other funds holding FTV

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Concord Wealth Partners's FTV Position: Q4 2025 in Review

Concord Wealth Partners sold out of Fortive (FTV) in Q4 2025, closing a stake of 53 shares — an estimated $2.6K sold.

Concord Wealth Partners first reported a position in FTV in Q1 2021 and held it in 16 quarters. The position peaked at $31K in Q1 2024. 784 funds tracked by Wall St. Rank hold FTV as of Q4 2025.

  • Concord Wealth Partners reported no remaining Fortive position as of Q4 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 53 Fortive shares in Q4 2025, an estimated $2.6K.
  • Concord Wealth Partners first reported a position in Fortive in Q1 2021 and held it in 16 quarters.
  • Concord Wealth Partners's Fortive position peaked at $31K in Q1 2024.
  • 784 funds tracked by Wall St. Rank held Fortive as of Q4 2025.

Based on Concord Wealth Partners's 13F filing for Q4 2025, filed 29 Jan 2026.