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Dogwood Wealth Management’s Fortive FTV Stock Holding History

Dogwood Wealth Management’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
Q2 		$72.8K Sell
1,192
-2,631
-69% -$158K 0.03% 132
2026
Q1 		$211K Sell
3,823
-1,294
-25% -$72.6K 0.09% 85
2025
Q4 		$283K Sell
5,117
-324
-6% -$16.8K 0.12% 81
2025
Q3 		$267K Sell
5,441
-682
-11% -$33.6K 0.12% 84
2025
Q2 		$323K Sell
6,123
-5,506
-47% -$288K 0.16% 86
2025
Q1 		$641K Buy
11,629
+1,832
+19% +$108K 0.34% 71
2024
Q4 		$554K Buy
9,797
+1,019
+12% +$58.5K 0.29% 74
2024
Q3 		$522K Buy
8,778
+5,239
+148% +$288K 0.3% 60
2024
Q2 		$198K Buy
3,539
+1,896
+115% +$110K 0.12% 78
2024
Q1 		$107K Buy
1,643
+250
+18% +$15.2K 0.07% 101
2023
Q4 		$77.3K Buy
+1,393
New +$73.5K 0.06% 115

Other funds holding FTV

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 Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Dogwood Wealth Management's FTV Position: Q2 2026 in Review

Dogwood Wealth Management reduced its Fortive (FTV) stake by 69% in Q2 2026, selling an estimated $158K and leaving 1,192 shares worth $72.8K. The position accounts for 0.03% of the portfolio, ranked #132.

Dogwood Wealth Management first reported a position in FTV in Q4 2023 and has held it in 11 quarters since. The position peaked at $641K in Q1 2025. 800 funds tracked by Wall St. Rank hold FTV as of Q2 2026.

  • Dogwood Wealth Management held 1,192 shares of Fortive worth $72.8K as of Q2 2026.
  • Dogwood Wealth Management sold 2,631 Fortive shares in Q2 2026, an estimated $158K.
  • Fortive made up 0.03% of Dogwood Wealth Management's portfolio in Q2 2026, its #132 holding.
  • Dogwood Wealth Management first reported a position in Fortive in Q4 2023 and has held it in 11 quarters since.
  • Dogwood Wealth Management's Fortive position peaked at $641K in Q1 2025.
  • 800 funds tracked by Wall St. Rank held Fortive as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.