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Forum Financial Management’s Fortive FTV Stock Holding History

Forum Financial Management’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
Q1 		– Sell
-10,531
Closed -$581K – 591
2025
Q4 		$581K Buy
10,531
+67
+0.6% +$3.48K 0.01% 412
2025
Q3 		$513K Buy
10,464
+195
+2% +$9.61K 0.01% 446
2025
Q2 		$535K Buy
10,269
+822
+9% +$43.1K 0.01% 379
2025
Q1 		$521K Buy
9,447
+214
+2% +$12.6K 0.01% 348
2024
Q4 		$522K Buy
9,233
+4,026
+77% +$231K 0.01% 367
2024
Q3 		$310K Buy
5,207
+659
+14% +$36.3K 0.01% 496
2024
Q2 		$254K Sell
4,548
-5
-0.1% -$290 ﹤0.01% 548
2024
Q1 		$295K Buy
4,553
+12
+0.3% +$728 0.01% 509
2023
Q4 		$252K Sell
4,541
-52
-1% -$2.74K ﹤0.01% 537
2023
Q3 		$257K Buy
4,593
+52
+1% +$2.99K 0.01% 474
2023
Q2 		$256K Sell
4,541
-40
-0.9% -$2.02K 0.01% 492
2023
Q1 		$235K Buy
+4,581
New +$230K 0.01% 486
2022
Q2 		– Sell
-6,010
Closed -$275K – 606
2022
Q1 		$275K Hold
6,010
– – 0.01% 433
2021
Q4 		$346K Buy
+6,010
New +$340K 0.02% 349

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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Forum Financial Management's FTV Position: Q1 2026 in Review

Forum Financial Management sold out of Fortive (FTV) in Q1 2026, closing a stake of 10,531 shares — an estimated $581K sold.

Forum Financial Management first reported a position in FTV in Q4 2021 and held it in 14 quarters. The position peaked at $581K in Q4 2025. 781 funds tracked by Wall St. Rank hold FTV as of Q1 2026.

  • Forum Financial Management reported no remaining Fortive position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 10,531 Fortive shares in Q1 2026, an estimated $581K.
  • Forum Financial Management first reported a position in Fortive in Q4 2021 and held it in 14 quarters.
  • Forum Financial Management's Fortive position peaked at $581K in Q4 2025.
  • 781 funds tracked by Wall St. Rank held Fortive as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.