Mark Sheptoff Financial Planning’s Fortive FTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $27.3K | Hold |
450
| – | – | 0.01% | 238 |
|
|
2025
Q4 | $24.8K | Hold |
450
| – | – | 0.01% | 257 |
|
|
2025
Q3 | $22K | Sell |
450
-46
| -9% | -$2.27K | 0.01% | 266 |
|
|
2025
Q2 | $25.9K | Sell |
496
-101
| -17% | -$5.29K | 0.01% | 246 |
|
|
2025
Q1 | $32.9K | Hold |
597
| – | – | 0.02% | 200 |
|
|
2024
Q4 | $33.8K | Hold |
597
| – | – | 0.02% | 208 |
|
|
2024
Q3 | $35.5K | Hold |
597
| – | – | 0.02% | 194 |
|
|
2024
Q2 | $33.3K | Hold |
597
| – | – | 0.02% | 210 |
|
|
2024
Q1 | $38.7K | Hold |
597
| – | – | 0.02% | 187 |
|
|
2023
Q4 | $33.1K | Hold |
597
| – | – | 0.02% | 192 |
|
|
2023
Q3 | $33.4K | Hold |
597
| – | – | 0.02% | 177 |
|
|
2023
Q2 | $33.6K | Hold |
597
| – | – | 0.02% | 189 |
|
|
2023
Q1 | $30.7K | Hold |
597
| – | – | 0.02% | 185 |
|
|
2022
Q4 | $28.9K | Hold |
597
| – | – | 0.02% | 187 |
|
|
2022
Q3 | $26K | Hold |
597
| – | – | 0.02% | 182 |
|
|
2022
Q2 | $24K | Hold |
597
| – | – | 0.01% | 209 |
|
|
2022
Q1 | $27K | Hold |
597
| – | – | 0.01% | 219 |
|
|
2021
Q4 | $34K | Hold |
597
| – | – | 0.02% | 212 |
|
|
2021
Q3 | $32K | Hold |
597
| – | – | 0.02% | 206 |
|
|
2021
Q2 | $31K | Hold |
597
| – | – | 0.02% | 232 |
|
|
2021
Q1 | $32K | Sell |
597
-133
| -18% | -$6.88K | 0.02% | 199 |
|
|
2020
Q4 | $39K | Sell |
730
-142
| -16% | -$7.3K | 0.02% | 180 |
|
|
2020
Q3 | $42K | Hold |
872
| – | – | 0.03% | 154 |
|
|
2020
Q2 | $37K | Hold |
872
| – | – | 0.02% | 161 |
|
|
2020
Q1 | $30K | Hold |
872
| – | – | 0.02% | 161 |
|
|
2019
Q4 | $42K | Hold |
872
| – | – | 0.03% | 164 |
|
|
2019
Q3 | $38K | Hold |
872
| – | – | 0.03% | 164 |
|
|
2019
Q2 | $45K | Hold |
872
| – | – | 0.03% | 163 |
|
|
2019
Q1 | $46K | Hold |
872
| – | – | 0.03% | 154 |
|
|
2018
Q4 | $37K | Hold |
872
| – | – | 0.03% | 150 |
|
|
2018
Q3 | $46K | Hold |
872
| – | – | 0.03% | 168 |
|
|
2018
Q2 | $42K | Hold |
872
| – | – | 0.03% | 170 |
|
|
2018
Q1 | $43K | Sell |
872
-755
| -46% | -$35.9K | 0.03% | 168 |
|
|
2017
Q4 | $74K | Hold |
1,627
| – | – | 0.05% | 154 |
|
|
2017
Q3 | $73K | Hold |
1,627
| – | – | 0.05% | 160 |
|
|
2017
Q2 | $65K | Sell |
1,627
-2
| -0.1% | -$79 | 0.04% | 160 |
|
|
2017
Q1 | $62K | Sell |
1,629
-315
| -16% | -$11.3K | 0.04% | 168 |
|
|
2016
Q4 | $66K | Buy |
+1,944
| New | +$64.3K | 0.05% | 159 |
|
Other funds holding FTV
VCM
VPM
Mark Sheptoff Financial Planning's FTV Position: Q1 2026 in Review
Mark Sheptoff Financial Planning held its Fortive (FTV) position steady in Q1 2026 at 450 shares worth $27.3K. The position accounts for 0.01% of the portfolio, ranked #238.
Mark Sheptoff Financial Planning first reported a position in FTV in Q4 2016 and has held it in 38 quarters since. The position peaked at $74K in Q4 2017. 777 funds tracked by Wall St. Rank hold FTV as of Q1 2026.
- Mark Sheptoff Financial Planning held 450 shares of Fortive worth $27.3K as of Q1 2026.
- Mark Sheptoff Financial Planning left its Fortive share count unchanged in Q1 2026.
- Fortive made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #238 holding.
- Mark Sheptoff Financial Planning first reported a position in Fortive in Q4 2016 and has held it in 38 quarters since.
- Mark Sheptoff Financial Planning's Fortive position peaked at $74K in Q4 2017.
- 777 funds tracked by Wall St. Rank held Fortive as of Q1 2026.
Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.