Evermay Wealth Management’s Fortive FTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $68.4K | Sell |
1,237
-270
| -18% | -$15.1K | 0.01% | 290 |
|
|
2025
Q4 | $83.2K | Sell |
1,507
-493
| -25% | -$25.6K | 0.01% | 275 |
|
|
2025
Q3 | $98K | Hold |
2,000
| – | – | 0.01% | 266 |
|
|
2025
Q2 | $104K | Sell |
2,000
-1,895
| -49% | -$99.2K | 0.01% | 264 |
|
|
2025
Q1 | $215K | Sell |
3,895
-99
| -2% | -$5.81K | 0.03% | 181 |
|
|
2024
Q4 | $226K | Sell |
3,994
-182
| -4% | -$10.4K | 0.03% | 182 |
|
|
2024
Q3 | $248K | Hold |
4,176
| – | – | 0.04% | 177 |
|
|
2024
Q2 | $233K | Hold |
4,176
| – | – | 0.04% | 185 |
|
|
2024
Q1 | $271K | Sell |
4,176
-53
| -1% | -$3.22K | 0.04% | 173 |
|
|
2023
Q4 | $235K | Sell |
4,229
-542
| -11% | -$28.6K | 0.04% | 172 |
|
|
2023
Q3 | $267K | Hold |
4,771
| – | – | 0.05% | 144 |
|
|
2023
Q2 | $269K | Hold |
4,771
| – | – | 0.05% | 150 |
|
|
2023
Q1 | $245K | Hold |
4,771
| – | – | 0.05% | 154 |
|
|
2022
Q4 | $231K | Sell |
4,771
-364
| -7% | -$17.6K | 0.05% | 154 |
|
|
2022
Q3 | $226K | Hold |
5,135
| – | – | 0.04% | 152 |
|
|
2022
Q2 | $210K | Hold |
5,135
| – | – | 0.04% | 154 |
|
|
2022
Q1 | $236K | Sell |
5,135
-282
| -5% | -$13.9K | 0.04% | 170 |
|
|
2021
Q4 | $311K | Sell |
5,417
-332
| -6% | -$18.8K | 0.06% | 137 |
|
|
2021
Q3 | $306K | Sell |
5,749
-165
| -3% | -$9.03K | 0.06% | 130 |
|
|
2021
Q2 | $311K | Hold |
5,914
| – | – | 0.06% | 140 |
|
|
2021
Q1 | $315K | Buy |
5,914
+282
| +5% | +$14.6K | 0.06% | 135 |
|
|
2020
Q4 | $301K | Sell |
5,632
-2,478
| -31% | -$127K | 0.07% | 136 |
|
|
2020
Q3 | $390K | Sell |
8,110
-277
| -3% | -$12.6K | 0.1% | 100 |
|
|
2020
Q2 | $358K | Sell |
8,387
-238
| -3% | -$9.29K | 0.09% | 99 |
|
|
2020
Q1 | $300K | Sell |
8,625
-127
| -1% | -$5.55K | 0.09% | 104 |
|
|
2019
Q4 | $422K | Sell |
8,752
-79
| -0.9% | -$3.57K | 0.1% | 97 |
|
|
2019
Q3 | $382K | Sell |
8,831
-1,587
| -15% | -$73.1K | 0.1% | 98 |
|
|
2019
Q2 | $536K | Sell |
10,418
-238
| -2% | -$12.4K | 0.15% | 69 |
|
|
2019
Q1 | $564K | Sell |
10,656
-744
| -7% | -$36.2K | 0.16% | 63 |
|
|
2018
Q4 | $486K | Buy |
11,400
+893
| +8% | +$41.9K | 0.16% | 64 |
|
|
2018
Q3 | $558K | Sell |
10,507
-1,010
| -9% | -$51.8K | 0.17% | 62 |
|
|
2018
Q2 | $560K | Sell |
11,517
-238
| -2% | -$11.4K | 0.19% | 60 |
|
|
2018
Q1 | $575K | Buy |
11,755
+3,079
| +35% | +$147K | 0.2% | 63 |
|
|
2017
Q4 | $396K | Buy |
+8,676
| New | +$397K | 0.15% | 78 |
|
Other funds holding FTV
VCM
VPM
Evermay Wealth Management's FTV Position: Q1 2026 in Review
Evermay Wealth Management reduced its Fortive (FTV) stake by 18% in Q1 2026, selling an estimated $15.1K and leaving 1,237 shares worth $68.4K. The position accounts for 0.01% of the portfolio, ranked #290.
Evermay Wealth Management first reported a position in FTV in Q4 2017 and has held it in 34 quarters since. The position peaked at $575K in Q1 2018. 777 funds tracked by Wall St. Rank hold FTV as of Q1 2026.
- Evermay Wealth Management held 1,237 shares of Fortive worth $68.4K as of Q1 2026.
- Evermay Wealth Management sold 270 Fortive shares in Q1 2026, an estimated $15.1K.
- Fortive made up 0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #290 holding.
- Evermay Wealth Management first reported a position in Fortive in Q4 2017 and has held it in 34 quarters since.
- Evermay Wealth Management's Fortive position peaked at $575K in Q1 2018.
- 777 funds tracked by Wall St. Rank held Fortive as of Q1 2026.
Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.