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Elevation Wealth Partners’s Fortive FTV Stock Holding History

Elevation 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
2026
Q3 		$1.81K Sell
33
-301
-90% -$17.8K ﹤0.01% 1247
2026
Q2 		$20.4K Buy
334
+156
+88% +$9.36K 0.01% 586
2026
Q1 		$9.84K Buy
178
+146
+456% +$8.19K ﹤0.01% 516
2025
Q4 		$1.77K Hold
32
– – ﹤0.01% 807
2025
Q3 		$1.57K Buy
+32
New +$1.58K ﹤0.01% 686

Other funds holding FTV

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
FLFS
Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
AT
Adelphi Trust Saint Petersburg, Florida $152M AUM 20.39% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
EB
Emprise Bank Wichita, Kansas $262M AUM 14.58% 1-Year Est. Return

Elevation Wealth Partners's FTV Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Fortive (FTV) stake by 90% in Q3 2026, selling an estimated $17.8K and leaving 33 shares worth $1.81K. The position accounts for ﹤0.01% of the portfolio, ranked #1247.

Elevation Wealth Partners first reported a position in FTV in Q3 2025 and has held it in 5 quarters since. The position peaked at $20.4K in Q2 2026. 37 funds tracked by Wall St. Rank hold FTV as of Q3 2026.

  • Elevation Wealth Partners held 33 shares of Fortive worth $1.81K as of Q3 2026.
  • Elevation Wealth Partners sold 301 Fortive shares in Q3 2026, an estimated $17.8K.
  • Fortive made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1247 holding.
  • Elevation Wealth Partners first reported a position in Fortive in Q3 2025 and has held it in 5 quarters since.
  • Elevation Wealth Partners's Fortive position peaked at $20.4K in Q2 2026.
  • 37 funds tracked by Wall St. Rank held Fortive as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.