HHM Wealth Advisors’s Fortive FTV Stock Holding History

HHM 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 Q1	–	Sell	-750	Closed	-$41.4K	–	896
2025 Q4	$41.4K	Hold	750	–	–	﹤0.01%	389
2025 Q3	$36.7K	Hold	750	–	–	﹤0.01%	419
2025 Q2	$39.1K	Sell	750 -245	-25%	-$12.8K	﹤0.01%	409
2025 Q1	$54.9K	Hold	995	–	–	0.01%	339
2024 Q4	$56.3K	Hold	995	–	–	0.01%	334
2024 Q3	$59.2K	Hold	995	–	–	0.01%	311
2024 Q2	$55.6K	Hold	995	–	–	0.01%	323
2024 Q1	$64.5K	Hold	995	–	–	0.01%	266
2023 Q4	$55.2K	Hold	995	–	–	0.01%	272
2023 Q3	$55.6K	Hold	995	–	–	0.01%	262
2023 Q2	$56.1K	Hold	995	–	–	0.01%	271
2023 Q1	$51.1K	Hold	995	–	–	0.01%	271
2022 Q4	$48.2K	Hold	995	–	–	0.01%	250
2022 Q3	$44K	Hold	995	–	–	0.01%	250
2022 Q2	$41K	Hold	995	–	–	0.01%	306
2022 Q1	$46K	Buy	+995	New	+$49.2K	0.01%	319

Other funds holding FTV

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

HHM Wealth Advisors's FTV Position: Q1 2026 in Review

HHM Wealth Advisors sold out of Fortive (FTV) in Q1 2026, closing a stake of 750 shares — an estimated $41.4K sold.

HHM Wealth Advisors first reported a position in FTV in Q1 2022 and held it in 16 quarters. The position peaked at $64.5K in Q1 2024. 778 funds tracked by Wall St. Rank hold FTV as of Q1 2026.

HHM Wealth Advisors reported no remaining Fortive position as of Q1 2026 after selling out during the quarter.
HHM Wealth Advisors sold 750 Fortive shares in Q1 2026, an estimated $41.4K.
HHM Wealth Advisors first reported a position in Fortive in Q1 2022 and held it in 16 quarters.
HHM Wealth Advisors's Fortive position peaked at $64.5K in Q1 2024.
778 funds tracked by Wall St. Rank held Fortive as of Q1 2026.

Based on HHM Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.