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Marks Group Wealth Management’s Fortive FTV Stock Holding History

Marks Group 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
Q1 		– Sell
-7,416
Closed -$409K – 347
2025
Q4 		$409K Buy
+7,416
New +$385K 0.04% 256

Other funds holding FTV

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Marks Group Wealth Management's FTV Position: Q1 2026 in Review

Marks Group Wealth Management sold out of Fortive (FTV) in Q1 2026, closing a stake of 7,416 shares — an estimated $409K sold.

Marks Group Wealth Management first reported a position in FTV in Q4 2025 and held it in 1 quarter. The position peaked at $409K in Q4 2025. 777 funds tracked by Wall St. Rank hold FTV as of Q1 2026.

  • Marks Group Wealth Management reported no remaining Fortive position as of Q1 2026 after selling out during the quarter.
  • Marks Group Wealth Management sold 7,416 Fortive shares in Q1 2026, an estimated $409K.
  • Marks Group Wealth Management first reported a position in Fortive in Q4 2025 and held it in 1 quarter.
  • Marks Group Wealth Management's Fortive position peaked at $409K in Q4 2025.
  • 777 funds tracked by Wall St. Rank held Fortive as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.