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 Q2	$815K	Buy	13,339 +1,782	+15%	+$107K	﹤0.01%	824
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 $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

EP Wealth Advisors's FTV Position: Q2 2026 in Review

EP Wealth Advisors increased its Fortive (FTV) stake by 15% in Q2 2026, buying an estimated $107K and bringing the position to 13,339 shares worth $815K. The position accounts for ﹤0.01% of the portfolio, ranked #824.

EP Wealth Advisors first reported a position in FTV in Q1 2019 and has held it in 9 quarters since. The position peaked at $1.02M in Q4 2024. 806 funds tracked by Wall St. Rank hold FTV as of Q2 2026.

EP Wealth Advisors held 13,339 shares of Fortive worth $815K as of Q2 2026.
EP Wealth Advisors bought 1,782 Fortive shares in Q2 2026, an estimated $107K.
Fortive made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #824 holding.
EP Wealth Advisors first reported a position in Fortive in Q1 2019 and has held it in 9 quarters since.
EP Wealth Advisors's Fortive position peaked at $1.02M in Q4 2024.
806 funds tracked by Wall St. Rank held Fortive as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.