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Essex Financial Services’s Fortive FTV Stock Holding History

Essex Financial Services’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 		$291K Buy
+4,765
New +$286K 0.01% 660
2025
Q2 		– Sell
-4,110
Closed -$227K – 697
2025
Q1 		$227K Sell
4,110
-98
-2% -$5.75K 0.02% 570
2024
Q4 		$238K Buy
4,208
+652
+18% +$37.4K 0.02% 550
2024
Q3 		$203K Buy
+3,556
New +$196K 0.01% 599
2024
Q2 		– Sell
-3,133
Closed -$203K – 619
2024
Q1 		$203K Buy
+3,133
New +$190K 0.02% 512
2022
Q2 		– Sell
-4,544
Closed -$209K – 495
2022
Q1 		$209K Sell
4,544
-136
-3% -$6.73K 0.02% 469
2021
Q4 		$269K Buy
4,680
+51
+1% +$2.88K 0.03% 390
2021
Q3 		$246K Buy
4,629
+433
+10% +$23.7K 0.03% 394
2021
Q2 		$223K Hold
4,196
– – 0.03% 405
2021
Q1 		$223K Buy
4,196
+90
+2% +$4.66K 0.04% 318
2020
Q4 		$220K Buy
+4,106
New +$211K 0.04% 295
2019
Q4 		– Sell
-5,244
Closed -$227K – 274
2019
Q3 		$227K Buy
5,244
+14
+0.3% +$645 0.07% 222
2019
Q2 		$269K Hold
5,230
– – 0.08% 194
2019
Q1 		$277K Hold
5,230
– – 0.08% 181
2018
Q4 		$223K Sell
5,230
-790
-13% -$37.1K 0.07% 217
2018
Q3 		$320K Buy
6,020
+314
+6% +$16.1K 0.07% 213
2018
Q2 		$277K Hold
5,706
– – 0.07% 221
2018
Q1 		$279K Buy
+5,706
New +$272K 0.05% 279

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 $3.38T AUM 44.17% 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

Essex Financial Services's FTV Position: Q2 2026 in Review

Essex Financial Services opened a new position in Fortive (FTV) in Q2 2026: 4,765 shares worth $291K. The stake represents 0.01% of the portfolio and ranks #660 among its holdings. This is a return to the name: Essex Financial Services previously reported a position in FTV as recently as Q1 2025.

Essex Financial Services first reported a position in FTV in Q1 2018 and has held it in 18 quarters since. The position peaked at $320K in Q3 2018. 809 funds tracked by Wall St. Rank hold FTV as of Q2 2026.

  • Essex Financial Services held 4,765 shares of Fortive worth $291K as of Q2 2026.
  • Fortive was a new Essex Financial Services position in Q2 2026.
  • Fortive made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #660 holding.
  • Essex Financial Services first reported a position in Fortive in Q1 2018 and has held it in 18 quarters since.
  • Essex Financial Services's Fortive position peaked at $320K in Q3 2018.
  • 809 funds tracked by Wall St. Rank held Fortive as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.