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Evoke Wealth’s Fortive FTV Stock Holding History

Evoke Wealth’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
2025
Q2 		– Sell
-4,087
Closed -$225K – 608
2025
Q1 		$225K Buy
4,087
+86
+2% +$5.05K 0.01% 397
2024
Q4 		$226K Sell
4,001
-25
-0.6% -$1.44K 0.01% 393
2024
Q3 		$240K Buy
+4,026
New +$221K 0.01% 371
2024
Q2 		– Sell
-4,463
Closed -$289K – 203
2024
Q1 		$289K Buy
+4,463
New +$271K 0.01% 329
2023
Q4 		– Sell
-5,060
Closed -$283K – 186
2023
Q3 		$283K Buy
5,060
+102
+2% +$5.87K 0.01% 305
2023
Q2 		$279K Buy
+4,958
New +$250K 0.01% 298
2022
Q4 		– Sell
-3,454
Closed -$152K – 668
2022
Q3 		$152K Buy
3,454
+74
+2% +$3.46K 0.01% 362
2022
Q2 		$139K Sell
3,380
-32
-0.9% -$1.42K 0.01% 370
2022
Q1 		$157K Buy
3,412
+32
+0.9% +$1.58K 0.01% 383
2021
Q4 		$194K Hold
3,380
– – 0.01% 368
2021
Q3 		$179K Sell
3,380
-7
-0.2% -$383 0.01% 353
2021
Q2 		$178K Buy
3,387
+3,185
+1,577% +$172K 0.01% 370
2021
Q1 		$11K Buy
202
+29
+17% +$1.5K ﹤0.01% 673
2020
Q4 		$9K Sell
173
-33
-16% -$1.7K ﹤0.01% 608
2020
Q3 		$10K Sell
206
-8
-4% -$365 ﹤0.01% 562
2020
Q2 		$9K Sell
214
-38
-15% -$1.48K ﹤0.01% 564
2020
Q1 		$8.78K Sell
252
-71
-22% -$3.1K ﹤0.01% 523
2019
Q4 		$15.6K Sell
323
-13
-4% -$587 ﹤0.01% 650
2019
Q3 		$14.5K Buy
+336
New +$15.5K ﹤0.01% 743

Other funds holding FTV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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

Evoke Wealth's FTV Position: Q2 2025 in Review

Evoke Wealth sold out of Fortive (FTV) in Q2 2025, closing a stake of 4,087 shares — an estimated $225K sold.

Evoke Wealth first reported a position in FTV in Q3 2019 and held it in 19 quarters. The position peaked at $289K in Q1 2024. 795 funds tracked by Wall St. Rank hold FTV as of Q2 2025.

  • Evoke Wealth reported no remaining Fortive position as of Q2 2025 after selling out during the quarter.
  • Evoke Wealth sold 4,087 Fortive shares in Q2 2025, an estimated $225K.
  • Evoke Wealth first reported a position in Fortive in Q3 2019 and held it in 19 quarters.
  • Evoke Wealth's Fortive position peaked at $289K in Q1 2024.
  • 795 funds tracked by Wall St. Rank held Fortive as of Q2 2025.

Based on Evoke Wealth's 13F filing for Q2 2025, filed 7 Aug 2025.