GoalVest Advisory’s Fortive FTV Stock Holding History

GoalVest Advisory’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	$25.5K	Hold	417	–	–	﹤0.01%	286
2026 Q1	$23.1K	Hold	417	–	–	﹤0.01%	313
2025 Q4	$23K	Buy	+417	New	+$21.6K	﹤0.01%	335

Other funds holding FTV

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return

GoalVest Advisory's FTV Position: Q2 2026 in Review

GoalVest Advisory held its Fortive (FTV) position steady in Q2 2026 at 417 shares worth $25.5K. The position accounts for ﹤0.01% of the portfolio, ranked #286.

GoalVest Advisory first reported a position in FTV in Q4 2025 and has held it in 3 quarters since. 111 funds tracked by Wall St. Rank hold FTV as of Q2 2026.

GoalVest Advisory held 417 shares of Fortive worth $25.5K as of Q2 2026.
GoalVest Advisory left its Fortive share count unchanged in Q2 2026.
Fortive made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #286 holding.
GoalVest Advisory first reported a position in Fortive in Q4 2025 and has held it in 3 quarters since.
111 funds tracked by Wall St. Rank held Fortive as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.