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Modera Wealth Management’s Fortive FTV Stock Holding History

Modera 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
2025
Q2 		– Sell
-4,285
Closed -$236K – 651
2025
Q1 		$236K Sell
4,285
-149
-3% -$8.75K ﹤0.01% 566
2024
Q4 		$251K Buy
4,434
+124
+3% +$7.12K ﹤0.01% 546
2024
Q3 		$256K Sell
4,310
-161
-4% -$8.86K ﹤0.01% 521
2024
Q2 		$250K Buy
4,471
+189
+4% +$11K ﹤0.01% 504
2024
Q1 		$278K Sell
4,282
-300
-7% -$18.2K ﹤0.01% 493
2023
Q4 		$254K Sell
4,582
-867
-16% -$45.7K ﹤0.01% 493
2023
Q3 		$305K Buy
5,449
+1,122
+26% +$64.5K 0.01% 447
2023
Q2 		$244K Buy
+4,327
New +$218K ﹤0.01% 495
2022
Q1 		– Sell
-4,834
Closed -$278K – 450
2021
Q4 		$278K Buy
+4,834
New +$273K 0.01% 444

Other funds holding FTV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Modera Wealth Management's FTV Position: Q2 2025 in Review

Modera Wealth Management sold out of Fortive (FTV) in Q2 2025, closing a stake of 4,285 shares — an estimated $236K sold.

Modera Wealth Management first reported a position in FTV in Q4 2021 and held it in 9 quarters. The position peaked at $305K in Q3 2023. 796 funds tracked by Wall St. Rank hold FTV as of Q2 2025.

  • Modera Wealth Management reported no remaining Fortive position as of Q2 2025 after selling out during the quarter.
  • Modera Wealth Management sold 4,285 Fortive shares in Q2 2025, an estimated $236K.
  • Modera Wealth Management first reported a position in Fortive in Q4 2021 and held it in 9 quarters.
  • Modera Wealth Management's Fortive position peaked at $305K in Q3 2023.
  • 796 funds tracked by Wall St. Rank held Fortive as of Q2 2025.

Based on Modera Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.