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Dynasty Wealth Management’s Fortive FTV Stock Holding History

Dynasty 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
Q1 		– Sell
-3,648
Closed -$201K – 355
2025
Q4 		$201K Sell
3,648
-2,306
-39% -$120K ﹤0.01% 331
2025
Q3 		$292K Sell
5,954
-14,270
-71% -$703K ﹤0.01% 264
2025
Q2 		$1.05M Buy
20,224
+769
+4% +$40.3K 0.02% 126
2025
Q1 		$1.07M Buy
19,455
+298
+2% +$17.5K 0.02% 136
2024
Q4 		$1.08M Buy
19,157
+189
+1% +$10.8K 0.02% 141
2024
Q3 		$1.13M Buy
18,968
+5,244
+38% +$289K 0.03% 128
2024
Q2 		$766K Buy
13,724
+1,234
+10% +$71.6K 0.02% 151
2024
Q1 		$810K Buy
+12,490
New +$758K 0.03% 143

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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Dynasty Wealth Management's FTV Position: Q1 2026 in Review

Dynasty Wealth Management sold out of Fortive (FTV) in Q1 2026, closing a stake of 3,648 shares — an estimated $201K sold.

Dynasty Wealth Management first reported a position in FTV in Q1 2024 and held it in 8 quarters. The position peaked at $1.13M in Q3 2024. 782 funds tracked by Wall St. Rank hold FTV as of Q1 2026.

  • Dynasty Wealth Management reported no remaining Fortive position as of Q1 2026 after selling out during the quarter.
  • Dynasty Wealth Management sold 3,648 Fortive shares in Q1 2026, an estimated $201K.
  • Dynasty Wealth Management first reported a position in Fortive in Q1 2024 and held it in 8 quarters.
  • Dynasty Wealth Management's Fortive position peaked at $1.13M in Q3 2024.
  • 782 funds tracked by Wall St. Rank held Fortive as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.