Lido Advisors
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Lido Advisors’s Fortive FTV Stock Holding History

Lido 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
Q3 		– Sell
-4,375
Closed -$268K – 2135
2026
Q2 		$268K Buy
4,375
+484
+12% +$29K ﹤0.01% 1801
2026
Q1 		$215K Sell
3,891
-1,092
-22% -$61.2K ﹤0.01% 1746
2025
Q4 		$250K Buy
4,983
+406
+9% +$21.1K ﹤0.01% 1667
2025
Q3 		$224K Sell
4,577
-4,243
-48% -$209K ﹤0.01% 1630
2025
Q2 		$460K Sell
8,820
-7,428
-46% -$389K ﹤0.01% 1136
2025
Q1 		$896K Sell
16,248
-699
-4% -$41K ﹤0.01% 818
2024
Q4 		$958K Sell
16,947
-8,858
-34% -$508K ﹤0.01% 780
2024
Q3 		$1.53M Sell
25,805
-25,477
-50% -$1.4M 0.01% 549
2024
Q2 		$2.86M Buy
51,282
+288
+0.6% +$16.7K 0.02% 380
2024
Q1 		$3.31M Buy
50,994
+31,779
+165% +$1.93M 0.02% 337
2023
Q4 		$1.07M Buy
19,215
+7,157
+59% +$377K 0.01% 589
2023
Q3 		$674K Buy
12,058
+176
+1% +$10.1K 0.01% 659
2023
Q2 		$670K Buy
11,882
+7,471
+169% +$377K ﹤0.01% 645
2023
Q1 		$227K Buy
+4,411
New +$222K ﹤0.01% 965
2022
Q1 		– Sell
-4,130
Closed -$237K – 1034
2021
Q4 		$237K Buy
+4,130
New +$233K ﹤0.01% 901

Other funds holding FTV

Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Lido Advisors's FTV Position: Q3 2026 in Review

Lido Advisors sold out of Fortive (FTV) in Q3 2026, closing a stake of 4,375 shares — an estimated $268K sold.

Lido Advisors first reported a position in FTV in Q4 2021 and held it in 15 quarters. The position peaked at $3.31M in Q1 2024. 470 funds tracked by Wall St. Rank hold FTV as of Q3 2026.

  • Lido Advisors reported no remaining Fortive position as of Q3 2026 after selling out during the quarter.
  • Lido Advisors sold 4,375 Fortive shares in Q3 2026, an estimated $268K.
  • Lido Advisors first reported a position in Fortive in Q4 2021 and held it in 15 quarters.
  • Lido Advisors's Fortive position peaked at $3.31M in Q1 2024.
  • 470 funds tracked by Wall St. Rank held Fortive as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.