EP Wealth Advisors’s Fortive FTV Stock Holding History

EP Wealth Advisors’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	$639K	Sell	11,557 -526	-4%	-$29.5K	﹤0.01%	801
2025 Q4	$667K	Buy	+12,083	New	+$627K	﹤0.01%	746
2025 Q2	$663K	Sell	12,725 -4,501	-26%	-$236K	﹤0.01%	674
2025 Q1	$950K	Sell	17,226 -880	-5%	-$51.7K	0.01%	517
2024 Q4	$1.02M	Buy	18,106 +1,699	+10%	+$97.5K	0.01%	495
2024 Q3	$976K	Buy	+16,407	New	+$903K	0.01%	504
2022 Q3	–	Sell	-10,534	Closed	-$432K	–	440
2022 Q2	$432K	Buy	+10,534	New	+$466K	0.01%	400
2019 Q2	–	Sell	-4,101	Closed	-$217K	–	333
2019 Q1	$217K	Buy	+4,101	New	+$200K	0.02%	224

Other funds holding FTV

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

EP Wealth Advisors's FTV Position: Q1 2026 in Review

EP Wealth Advisors reduced its Fortive (FTV) stake by 4.4% in Q1 2026, selling an estimated $29.5K and leaving 11,557 shares worth $639K. The position accounts for ﹤0.01% of the portfolio, ranked #801.

EP Wealth Advisors first reported a position in FTV in Q1 2019 and has held it in 8 quarters since. The position peaked at $1.02M in Q4 2024. 777 funds tracked by Wall St. Rank hold FTV as of Q1 2026.

EP Wealth Advisors held 11,557 shares of Fortive worth $639K as of Q1 2026.
EP Wealth Advisors sold 526 Fortive shares in Q1 2026, an estimated $29.5K.
Fortive made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #801 holding.
EP Wealth Advisors first reported a position in Fortive in Q1 2019 and has held it in 8 quarters since.
EP Wealth Advisors's Fortive position peaked at $1.02M in Q4 2024.
777 funds tracked by Wall St. Rank held Fortive as of Q1 2026.

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