Pinnacle Wealth Planning Services’s Fortive FTV Stock Holding History

Pinnacle Wealth Planning Services’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 Q2	$14.9K	Buy	244 +14	+6%	+$840	﹤0.01%	1912
2026 Q1	$12.7K	Buy	230 +23	+11%	+$1.29K	﹤0.01%	1910
2025 Q4	$11.4K	Buy	+207	New	+$10.7K	﹤0.01%	1964
2024 Q2	–	Sell	-3,420	Closed	-$222K	–	529
2024 Q1	$222K	Sell	3,420 -264	-7%	-$16K	0.03%	387
2023 Q4	$204K	Hold	3,684	–	–	0.03%	401
2023 Q3	$206K	Buy	3,684 +2	+0.1%	+$115	0.03%	358
2023 Q2	$207K	Buy	+3,682	New	+$186K	0.03%	375
2021 Q1	–	Sell	-2,804	Closed	-$150K	–	957
2020 Q4	$150K	Buy	+2,804	New	+$144K	0.04%	344
2020 Q1	–	Sell	-4,340	Closed	-$209K	–	248
2019 Q4	$209K	Buy	+4,340	New	+$196K	0.1%	205

Other funds holding FTV

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pinnacle Wealth Planning Services's FTV Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Fortive (FTV) stake by 6.1% in Q2 2026, buying an estimated $840 and bringing the position to 244 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1912.

Pinnacle Wealth Planning Services first reported a position in FTV in Q4 2019 and has held it in 9 quarters since. The position peaked at $222K in Q1 2024. 806 funds tracked by Wall St. Rank hold FTV as of Q2 2026.

Pinnacle Wealth Planning Services held 244 shares of Fortive worth $14.9K as of Q2 2026.
Pinnacle Wealth Planning Services bought 14 Fortive shares in Q2 2026, an estimated $840.
Fortive made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1912 holding.
Pinnacle Wealth Planning Services first reported a position in Fortive in Q4 2019 and has held it in 9 quarters since.
Pinnacle Wealth Planning Services's Fortive position peaked at $222K in Q1 2024.
806 funds tracked by Wall St. Rank held Fortive as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.