IMA Advisory Services’s Fortive FTV Stock Holding History

IMA Advisory Services’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	$620K	Sell	10,144 -2,388	-19%	-$143K	0.04%	220
2026 Q1	$693K	Hold	12,532	–	–	0.07%	137
2025 Q4	$692K	Hold	12,532	–	–	0.07%	141
2025 Q3	$614K	Hold	12,532	–	–	0.06%	137
2025 Q2	$653K	Sell	12,532 -4,098	-25%	-$215K	0.07%	139
2025 Q1	$917K	Hold	16,630	–	–	0.11%	120
2024 Q4	$940K	Hold	16,630	–	–	0.11%	121
2024 Q3	$989K	Hold	16,630	–	–	0.22%	97
2024 Q2	$929K	Sell	16,630 -326	-2%	-$18.9K	0.41%	58
2024 Q1	$1.1M	Hold	16,956	–	–	0.52%	54
2023 Q4	$941K	Buy	16,956 +759	+5%	+$40K	0.47%	54
2023 Q3	$905K	Hold	16,197	–	–	0.23%	95
2023 Q2	$913K	Buy	16,197 +326	+2%	+$16.5K	0.23%	97
2023 Q1	$815K	Hold	15,871	–	–	0.21%	94
2022 Q4	$768K	Hold	15,871	–	–	0.2%	96
2022 Q3	$697K	Hold	15,871	–	–	0.19%	100
2022 Q2	$650K	Buy	+15,871	New	+$702K	0.16%	104

Other funds holding FTV

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

IMA Advisory Services's FTV Position: Q2 2026 in Review

IMA Advisory Services reduced its Fortive (FTV) stake by 19% in Q2 2026, selling an estimated $143K and leaving 10,144 shares worth $620K. The position accounts for 0.04% of the portfolio, ranked #220.

IMA Advisory Services first reported a position in FTV in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.1M in Q1 2024. 806 funds tracked by Wall St. Rank hold FTV as of Q2 2026.

IMA Advisory Services held 10,144 shares of Fortive worth $620K as of Q2 2026.
IMA Advisory Services sold 2,388 Fortive shares in Q2 2026, an estimated $143K.
Fortive made up 0.04% of IMA Advisory Services's portfolio in Q2 2026, its #220 holding.
IMA Advisory Services first reported a position in Fortive in Q2 2022 and has held it in 17 quarters since.
IMA Advisory Services's Fortive position peaked at $1.1M in Q1 2024.
806 funds tracked by Wall St. Rank held Fortive as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.