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Daymark Wealth Partners’s Fortive FTV Stock Holding History

Daymark 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
Q2 		– Sell
-21,377
Closed -$1.18M – 566
2025
Q1 		$1.18M Buy
21,377
+1,865
+10% +$110K 0.05% 219
2024
Q4 		$1.1M Buy
19,512
+3,066
+19% +$176K 0.05% 227
2024
Q3 		$978K Buy
16,446
+3,716
+29% +$204K 0.04% 249
2024
Q2 		$711K Buy
+12,730
New +$739K 0.03% 284

Other funds holding FTV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
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

Daymark Wealth Partners's FTV Position: Q2 2025 in Review

Daymark Wealth Partners sold out of Fortive (FTV) in Q2 2025, closing a stake of 21,377 shares — an estimated $1.18M sold.

Daymark Wealth Partners first reported a position in FTV in Q2 2024 and held it in 4 quarters. The position peaked at $1.18M in Q1 2025. 795 funds tracked by Wall St. Rank hold FTV as of Q2 2025.

  • Daymark Wealth Partners reported no remaining Fortive position as of Q2 2025 after selling out during the quarter.
  • Daymark Wealth Partners sold 21,377 Fortive shares in Q2 2025, an estimated $1.18M.
  • Daymark Wealth Partners first reported a position in Fortive in Q2 2024 and held it in 4 quarters.
  • Daymark Wealth Partners's Fortive position peaked at $1.18M in Q1 2025.
  • 795 funds tracked by Wall St. Rank held Fortive as of Q2 2025.

Based on Daymark Wealth Partners's 13F filing for Q2 2025, filed 4 Aug 2025.