Creative Planning
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Creative Planning’s Fortive FTV Stock Holding History

Creative Planning’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 		$9.19M Buy
166,268
+43,582
+36% +$2.44M 0.01% 742
2025
Q4 		$6.77M Buy
122,686
+63,163
+106% +$3.28M ﹤0.01% 809
2025
Q3 		$2.92M Buy
59,523
+19,842
+50% +$978K ﹤0.01% 1247
2025
Q2 		$2.07M Sell
39,681
-5,458
-12% -$286K ﹤0.01% 1284
2025
Q1 		$2.49M Buy
45,139
+3,013
+7% +$177K ﹤0.01% 1043
2024
Q4 		$2.38M Buy
42,126
+2,113
+5% +$121K ﹤0.01% 1028
2024
Q3 		$2.38M Sell
40,013
-751
-2% -$41.3K ﹤0.01% 973
2024
Q2 		$2.28M Buy
40,764
+3,637
+10% +$211K ﹤0.01% 934
2024
Q1 		$2.41M Buy
37,127
+1,889
+5% +$115K ﹤0.01% 894
2023
Q4 		$1.96M Buy
35,238
+187
+0.5% +$9.86K ﹤0.01% 926
2023
Q3 		$1.96M Buy
35,051
+1,471
+4% +$84.6K ﹤0.01% 854
2023
Q2 		$1.89M Sell
33,580
-8
-0% -$404 ﹤0.01% 841
2023
Q1 		$1.73M Buy
33,588
+5,065
+18% +$255K ﹤0.01% 838
2022
Q4 		$1.38M Buy
28,523
+3,914
+16% +$190K ﹤0.01% 884
2022
Q3 		$1.08M Buy
24,609
+888
+4% +$41.5K ﹤0.01% 935
2022
Q2 		$972K Buy
23,721
+1,852
+8% +$81.9K ﹤0.01% 994
2022
Q1 		$1M Sell
21,869
-8,425
-28% -$417K ﹤0.01% 977
2021
Q4 		$1.74M Buy
30,294
+142
+0.5% +$8.02K ﹤0.01% 730
2021
Q3 		$1.6M Sell
30,152
-9,677
-24% -$530K ﹤0.01% 752
2021
Q2 		$2.09M Buy
39,829
+18,195
+84% +$981K ﹤0.01% 668
2021
Q1 		$1.15M Buy
21,634
+9,653
+81% +$499K ﹤0.01% 955
2020
Q4 		$639K Sell
11,981
-3,685
-24% -$189K ﹤0.01% 1171
2020
Q3 		$753K Buy
15,666
+2,625
+20% +$120K ﹤0.01% 926
2020
Q2 		$556K Sell
13,041
-2,165
-14% -$84.5K ﹤0.01% 978
2020
Q1 		$529K Sell
15,206
-4,231
-22% -$185K ﹤0.01% 913
2019
Q4 		$936K Sell
19,437
-964
-5% -$43.5K ﹤0.01% 815
2019
Q3 		$882K Sell
20,401
-2,783
-12% -$128K ﹤0.01% 816
2019
Q2 		$1.19M Buy
23,184
+2,621
+13% +$136K ﹤0.01% 694
2019
Q1 		$1.09M Buy
20,563
+692
+3% +$33.7K ﹤0.01% 703
2018
Q4 		$848K Sell
19,871
-1,156
-5% -$54.3K ﹤0.01% 729
2018
Q3 		$1.12M Buy
21,027
+487
+2% +$25K ﹤0.01% 715
2018
Q2 		$999K Buy
20,540
+2,232
+12% +$107K ﹤0.01% 750
2018
Q1 		$895K Buy
18,308
+3,456
+23% +$164K ﹤0.01% 793
2017
Q4 		$678K Buy
14,852
+1,481
+11% +$67.8K ﹤0.01% 907
2017
Q3 		$597K Buy
13,371
+796
+6% +$33.1K ﹤0.01% 965
2017
Q2 		$502K Buy
12,575
+974
+8% +$38.3K ﹤0.01% 1009
2017
Q1 		$441K Buy
11,601
+1,533
+15% +$55K ﹤0.01% 1052
2016
Q4 		$341K Sell
10,068
-971
-9% -$32.1K ﹤0.01% 1125
2016
Q3 		$354K Buy
+11,039
New +$354K ﹤0.01% 1086

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

Creative Planning's FTV Position: Q1 2026 in Review

Creative Planning increased its Fortive (FTV) stake by 36% in Q1 2026, buying an estimated $2.44M and bringing the position to 166,268 shares worth $9.19M. The position accounts for 0.01% of the portfolio, ranked #742.

Creative Planning first reported a position in FTV in Q3 2016 and has held it in 39 quarters since. 777 funds tracked by Wall St. Rank hold FTV as of Q1 2026.

  • Creative Planning held 166,268 shares of Fortive worth $9.19M as of Q1 2026.
  • Creative Planning bought 43,582 Fortive shares in Q1 2026, an estimated $2.44M.
  • Fortive made up 0.01% of Creative Planning's portfolio in Q1 2026, its #742 holding.
  • Creative Planning first reported a position in Fortive in Q3 2016 and has held it in 39 quarters since.
  • 777 funds tracked by Wall St. Rank held Fortive as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.