NewEdge Wealth’s Fortive FTV Stock Holding History

NewEdge Wealth’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	-3,753	Closed	-$207K	–	1192
2025 Q4	$207K	Buy	+3,753	New	+$195K	﹤0.01%	1141
2025 Q1	–	Sell	-5,644	Closed	-$319K	–	958
2024 Q4	$319K	Sell	5,644 -2,972	-34%	-$171K	0.01%	741
2024 Q3	$512K	Buy	8,616 +1,648	+24%	+$90.7K	0.01%	612
2024 Q2	$389K	Buy	6,968 +346	+5%	+$20.1K	0.01%	598
2024 Q1	$380K	Buy	6,622 +231	+4%	+$14K	0.01%	616
2023 Q4	$355K	Buy	6,391 +705	+12%	+$37.2K	0.01%	581
2023 Q3	$318K	Buy	+5,686	New	+$327K	0.01%	535

Other funds holding FTV

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

NewEdge Wealth's FTV Position: Q1 2026 in Review

NewEdge Wealth sold out of Fortive (FTV) in Q1 2026, closing a stake of 3,753 shares — an estimated $207K sold.

NewEdge Wealth first reported a position in FTV in Q3 2023 and held it in 7 quarters. The position peaked at $512K in Q3 2024. 777 funds tracked by Wall St. Rank hold FTV as of Q1 2026.

NewEdge Wealth reported no remaining Fortive position as of Q1 2026 after selling out during the quarter.
NewEdge Wealth sold 3,753 Fortive shares in Q1 2026, an estimated $207K.
NewEdge Wealth first reported a position in Fortive in Q3 2023 and held it in 7 quarters.
NewEdge Wealth's Fortive position peaked at $512K in Q3 2024.
777 funds tracked by Wall St. Rank held Fortive as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.