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Legacy Wealth Management (Mississippi)’s Fortive FTV Stock Holding History

Legacy Wealth Management (Mississippi)’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 		$653K Sell
10,682
-2,555
-19% -$153K 0.17% 69
2026
Q1 		$732K Sell
13,237
-5,000
-27% -$280K 0.21% 55
2025
Q4 		$1.01M Buy
18,237
+3,471
+24% +$180K 0.27% 47
2025
Q3 		$723K Sell
14,766
-3,633
-20% -$179K 0.22% 50
2025
Q2 		$959K Sell
18,399
-6,709
-27% -$351K 0.29% 46
2025
Q1 		$1.38M Sell
25,108
-86
-0.3% -$5.05K 0.45% 42
2024
Q4 		$1.42M Sell
25,194
-1,580
-6% -$90.7K 0.57% 39
2024
Q3 		$1.59M Hold
26,774
– – 0.58% 41
2024
Q2 		$1.5M Hold
26,774
– – 0.63% 38
2024
Q1 		$1.74M Hold
26,774
– – 0.78% 35
2023
Q4 		$1.49M Hold
26,774
– – 0.72% 38
2023
Q3 		$1.5M Hold
26,774
– – 0.78% 36
2023
Q2 		$1.51M Hold
26,774
– – 0.76% 38
2023
Q1 		$1.38M Hold
26,774
– – 0.76% 37
2022
Q4 		$1.3M Hold
26,774
– – 0.77% 39
2022
Q3 		$1.18M Sell
26,774
-763
-3% -$35.7K 0.79% 40
2022
Q2 		$1.13M Hold
27,537
– – 0.69% 49
2022
Q1 		$1.26M Buy
27,537
+36
+0.1% +$1.78K 0.66% 48
2021
Q4 		$1.58M Buy
27,501
+24
+0.1% +$1.36K 0.81% 34
2021
Q3 		$1.46M Hold
27,477
– – 0.78% 37
2021
Q2 		$1.44M Hold
27,477
– – 0.8% 37
2021
Q1 		$1.46M Buy
27,477
+703
+3% +$36.4K 0.89% 37
2020
Q4 		$1.43M Sell
26,774
-6,903
-20% -$355K 0.91% 36
2020
Q3 		$1.62M Buy
33,677
+550
+2% +$25.1K 1.12% 30
2020
Q2 		$1.41M Buy
33,127
+56
+0.2% +$2.19K 1.08% 26
2020
Q1 		$1.15M Buy
33,071
+4,499
+16% +$197K 1.07% 25
2019
Q4 		$1.38M Buy
+28,572
New +$1.29M 1.2% 21

Other funds holding FTV

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s FTV Position: Q2 2026 in Review

Legacy Wealth Management (Mississippi) reduced its Fortive (FTV) stake by 19% in Q2 2026, selling an estimated $153K and leaving 10,682 shares worth $653K. The position accounts for 0.17% of the portfolio, ranked #69.

Legacy Wealth Management (Mississippi) first reported a position in FTV in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.74M in Q1 2024. 199 funds tracked by Wall St. Rank hold FTV as of Q2 2026.

  • Legacy Wealth Management (Mississippi) held 10,682 shares of Fortive worth $653K as of Q2 2026.
  • Legacy Wealth Management (Mississippi) sold 2,555 Fortive shares in Q2 2026, an estimated $153K.
  • Fortive made up 0.17% of Legacy Wealth Management (Mississippi)'s portfolio in Q2 2026, its #69 holding.
  • Legacy Wealth Management (Mississippi) first reported a position in Fortive in Q4 2019 and has held it in 27 quarters since.
  • Legacy Wealth Management (Mississippi)'s Fortive position peaked at $1.74M in Q1 2024.
  • 199 funds tracked by Wall St. Rank held Fortive as of Q2 2026.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2026, filed 8 Jul 2026.