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Institute for Wealth Management’s Fortive FTV Stock Holding History

Institute for 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 		$106K Buy
+1,733
New +$104K 0.01% 667
2020
Q1 		– Sell
-4,456
Closed -$215K – 487
2019
Q4 		$215K Buy
+4,456
New +$201K 0.05% 410
2019
Q2 		– Sell
-4,998
Closed -$264K – 481
2019
Q1 		$264K Sell
4,998
-119
-2% -$5.8K 0.06% 359
2018
Q4 		$218K Buy
+5,117
New +$240K 0.09% 233

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 $3.38T AUM 44.17% 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

Institute for Wealth Management's FTV Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Fortive (FTV) in Q2 2026: 1,733 shares worth $106K. The stake represents 0.01% of the portfolio and ranks #667 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in FTV as recently as Q4 2019.

Institute for Wealth Management first reported a position in FTV in Q4 2018 and has held it in 4 quarters since. The position peaked at $264K in Q1 2019. 809 funds tracked by Wall St. Rank hold FTV as of Q2 2026.

  • Institute for Wealth Management held 1,733 shares of Fortive worth $106K as of Q2 2026.
  • Fortive was a new Institute for Wealth Management position in Q2 2026.
  • Fortive made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #667 holding.
  • Institute for Wealth Management first reported a position in Fortive in Q4 2018 and has held it in 4 quarters since.
  • Institute for Wealth Management's Fortive position peaked at $264K in Q1 2019.
  • 809 funds tracked by Wall St. Rank held Fortive as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.