Evelyn Partners’s Fortive FTV Stock Holding History

Evelyn 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	–	Sell	-183	Closed	-$11.2K	–	679
2026 Q2	$11.2K	Buy	+183	New	+$11K	﹤0.01%	478

Other funds holding FTV

Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Evelyn Partners's FTV Position: Q3 2026 in Review

Evelyn Partners sold out of Fortive (FTV) in Q3 2026, closing a stake of 183 shares — an estimated $11.2K sold.

Evelyn Partners first reported a position in FTV in Q2 2026 and held it in 1 quarter. The position peaked at $11.2K in Q2 2026. 630 funds tracked by Wall St. Rank hold FTV as of Q3 2026.

Evelyn Partners reported no remaining Fortive position as of Q3 2026 after selling out during the quarter.
Evelyn Partners sold 183 Fortive shares in Q3 2026, an estimated $11.2K.
Evelyn Partners first reported a position in Fortive in Q2 2026 and held it in 1 quarter.
Evelyn Partners's Fortive position peaked at $11.2K in Q2 2026.
630 funds tracked by Wall St. Rank held Fortive as of Q3 2026.

Based on Evelyn Partners's 13F filing for Q3 2026, filed 10 Nov 2026.