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CX Institutional’s Fortive FTV Stock Holding History

CX Institutional’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
Q3 		$261K Sell
4,757
-32
-0.7% -$1.9K 0.01% 672
2026
Q2 		$293K Buy
4,789
+17
+0.4% +$1.02K 0.01% 639
2026
Q1 		$264K Buy
4,772
+62
+1% +$3.48K 0.01% 649
2025
Q4 		$260K Buy
4,710
+1,017
+28% +$52.8K 0.01% 624
2025
Q3 		$181K Buy
3,693
+296
+9% +$14.6K 0.01% 718
2025
Q2 		$177K Sell
3,397
-39
-1% -$2.04K 0.01% 667
2025
Q1 		$189K Buy
+3,436
New +$202K 0.01% 613
2022
Q3 		– Sell
-141
Closed -$6K – 722
2022
Q2 		$6K Buy
+141
New +$6.24K ﹤0.01% 1014
2021
Q4 		– Sell
-1,084
Closed -$58K – 558
2021
Q3 		$58K Buy
1,084
+89
+9% +$4.87K ﹤0.01% 551
2021
Q2 		$52K Buy
995
+228
+30% +$12.3K ﹤0.01% 557
2021
Q1 		$41K Buy
767
+153
+25% +$7.92K ﹤0.01% 530
2020
Q4 		$33K Sell
614
-31
-5% -$1.59K ﹤0.01% 514
2020
Q3 		$31K Buy
645
+279
+76% +$12.7K ﹤0.01% 461
2020
Q2 		$16K Buy
366
+287
+363% +$11.2K ﹤0.01% 486
2020
Q1 		$3K Sell
79
-49
-38% -$2.14K ﹤0.01% 610
2019
Q4 		$6K Hold
128
– – ﹤0.01% 518
2019
Q3 		$6K Sell
128
-19
-13% -$876 ﹤0.01% 540
2019
Q2 		$8K Buy
147
+20
+16% +$1.04K ﹤0.01% 524
2019
Q1 		$7K Buy
+127
New +$6.19K ﹤0.01% 493

Other funds holding FTV

MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
AT
Adelphi Trust Saint Petersburg, Florida $152M AUM 20.39% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

CX Institutional's FTV Position: Q3 2026 in Review

CX Institutional reduced its Fortive (FTV) stake by 0.67% in Q3 2026, selling an estimated $1.9K and leaving 4,757 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #672.

CX Institutional first reported a position in FTV in Q1 2019 and has held it in 19 quarters since. The position peaked at $293K in Q2 2026. 10 funds tracked by Wall St. Rank hold FTV as of Q3 2026.

  • CX Institutional held 4,757 shares of Fortive worth $261K as of Q3 2026.
  • CX Institutional sold 32 Fortive shares in Q3 2026, an estimated $1.9K.
  • Fortive made up 0.01% of CX Institutional's portfolio in Q3 2026, its #672 holding.
  • CX Institutional first reported a position in Fortive in Q1 2019 and has held it in 19 quarters since.
  • CX Institutional's Fortive position peaked at $293K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Fortive as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.