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EverSource Wealth Advisors’s Fortive FTV Stock Holding History

EverSource 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 		$97.7K Sell
1,599
-1,139
-42% -$68.4K ﹤0.01% 1401
2026
Q1 		$151K Buy
2,738
+730
+36% +$40.9K ﹤0.01% 1204
2025
Q4 		$111K Sell
2,008
-453
-18% -$23.5K ﹤0.01% 1263
2025
Q3 		$121K Buy
2,461
+191
+8% +$9.41K ﹤0.01% 1184
2025
Q2 		$118K Buy
2,270
+667
+42% +$34.9K 0.01% 1108
2025
Q1 		$88.4K Buy
1,603
+780
+95% +$45.8K ﹤0.01% 960
2024
Q4 		$46.5K Sell
823
-726
-47% -$41.7K ﹤0.01% 1222
2024
Q3 		$92.1K Buy
1,549
+32
+2% +$1.76K 0.01% 820
2024
Q2 		$82.1K Buy
1,517
+51
+3% +$2.96K 0.01% 878
2024
Q1 		$83.2K Buy
1,466
+245
+20% +$14.9K 0.01% 779
2023
Q4 		$67.7K Buy
1,221
+19
+2% +$1K 0.01% 781
2023
Q3 		$67.2K Buy
1,202
+30
+3% +$1.73K 0.01% 707
2023
Q2 		$66K Sell
1,172
-293
-20% -$14.8K 0.01% 729
2023
Q1 		$75.3K Sell
1,465
-15
-1% -$755 0.01% 640
2022
Q4 		$71.6K Buy
1,480
+112
+8% +$5.42K 0.01% 621
2022
Q3 		$60K Buy
1,368
+212
+18% +$9.91K 0.01% 587
2022
Q2 		$47K Buy
1,156
+114
+11% +$5.04K 0.01% 643
2022
Q1 		$48K Sell
1,042
-434
-29% -$21.5K 0.01% 470
2021
Q4 		$85K Buy
+1,476
New +$83.4K 0.02% 328

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 $3.37T AUM 44.26% 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

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

EverSource Wealth Advisors reduced its Fortive (FTV) stake by 42% in Q2 2026, selling an estimated $68.4K and leaving 1,599 shares worth $97.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1401.

EverSource Wealth Advisors first reported a position in FTV in Q4 2021 and has held it in 19 quarters since. The position peaked at $151K in Q1 2026. 800 funds tracked by Wall St. Rank hold FTV as of Q2 2026.

  • EverSource Wealth Advisors held 1,599 shares of Fortive worth $97.7K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,139 Fortive shares in Q2 2026, an estimated $68.4K.
  • Fortive made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1401 holding.
  • EverSource Wealth Advisors first reported a position in Fortive in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Fortive position peaked at $151K in Q1 2026.
  • 800 funds tracked by Wall St. Rank held Fortive as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.