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Marshall & Sterling Wealth Advisors’s Fortive FTV Stock Holding History

Marshall & Sterling Wealth 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
2025
Q4 		– Sell
-157
Closed -$7.69K – 453
2025
Q3 		$7.69K Buy
157
+57
+57% +$2.81K ﹤0.01% 409
2025
Q2 		$5.21K Sell
100
-33
-25% -$1.73K ﹤0.01% 480
2025
Q1 		$7.32K Buy
+133
New +$7.81K 0.01% 384

Other funds holding FTV

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's FTV Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Fortive (FTV) in Q4 2025, closing a stake of 157 shares — an estimated $7.69K sold.

Marshall & Sterling Wealth Advisors first reported a position in FTV in Q1 2025 and held it in 3 quarters. The position peaked at $7.69K in Q3 2025. 784 funds tracked by Wall St. Rank hold FTV as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Fortive position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 157 Fortive shares in Q4 2025, an estimated $7.69K.
  • Marshall & Sterling Wealth Advisors first reported a position in Fortive in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Fortive position peaked at $7.69K in Q3 2025.
  • 784 funds tracked by Wall St. Rank held Fortive as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.