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HB Wealth Management’s Fortive FTV Stock Holding History

HB Wealth 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
Q2 		$673K Sell
11,018
-856
-7% -$51.4K ﹤0.01% 955
2026
Q1 		$656K Buy
11,874
+1,603
+16% +$89.9K ﹤0.01% 845
2025
Q4 		$567K Buy
10,271
+722
+8% +$37.5K ﹤0.01% 855
2025
Q3 		$468K Sell
9,549
-541
-5% -$26.7K ﹤0.01% 893
2025
Q2 		$526K Sell
10,090
-9,904
-50% -$519K ﹤0.01% 722
2025
Q1 		$1.1M Buy
19,994
+13,594
+212% +$798K 0.01% 514
2024
Q4 		$362K Buy
6,400
+397
+7% +$22.8K ﹤0.01% 747
2024
Q3 		$357K Sell
6,003
-680
-10% -$37.4K ﹤0.01% 699
2024
Q2 		$373K Buy
6,683
+1,027
+18% +$59.6K ﹤0.01% 634
2024
Q1 		$367K Buy
5,656
+132
+2% +$8.01K ﹤0.01% 590
2023
Q4 		$307K Sell
5,524
-97
-2% -$5.12K ﹤0.01% 603
2023
Q3 		$314K Buy
5,621
+994
+21% +$57.2K 0.01% 552
2023
Q2 		$261K Buy
4,627
+186
+4% +$9.39K ﹤0.01% 589
2023
Q1 		$228K Buy
+4,441
New +$223K ﹤0.01% 633

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

HB Wealth Management's FTV Position: Q2 2026 in Review

HB Wealth Management reduced its Fortive (FTV) stake by 7.2% in Q2 2026, selling an estimated $51.4K and leaving 11,018 shares worth $673K. The position accounts for ﹤0.01% of the portfolio, ranked #955.

HB Wealth Management first reported a position in FTV in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.1M in Q1 2025. 800 funds tracked by Wall St. Rank hold FTV as of Q2 2026.

  • HB Wealth Management held 11,018 shares of Fortive worth $673K as of Q2 2026.
  • HB Wealth Management sold 856 Fortive shares in Q2 2026, an estimated $51.4K.
  • Fortive made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #955 holding.
  • HB Wealth Management first reported a position in Fortive in Q1 2023 and has held it in 14 quarters since.
  • HB Wealth Management's Fortive position peaked at $1.1M in Q1 2025.
  • 800 funds tracked by Wall St. Rank held Fortive as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.