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Principia Wealth Advisory’s Fortive FTV Stock Holding History

Principia Wealth Advisory’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 		$54.1K Buy
885
+3
+0.3% +$180 0.03% 134
2026
Q1 		$48.8K Buy
882
+3
+0.3% +$168 0.03% 129
2025
Q4 		$48.5K Sell
879
-850
-49% -$44.1K 0.03% 128
2025
Q3 		$84.7K Sell
1,729
-2
-0.1% -$99 0.06% 101
2025
Q2 		$90.3K Sell
1,731
-553
-24% -$29K 0.08% 91
2025
Q1 		$117K Sell
2,284
-2
-0.1% -$117 0.11% 66
2024
Q4 		$129K Buy
+2,286
New +$131K 0.12% 62

Other funds holding FTV

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 Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Principia Wealth Advisory's FTV Position: Q2 2026 in Review

Principia Wealth Advisory increased its Fortive (FTV) stake by 0.34% in Q2 2026, buying an estimated $180 and bringing the position to 885 shares worth $54.1K. The position accounts for 0.03% of the portfolio, ranked #134.

Principia Wealth Advisory first reported a position in FTV in Q4 2024 and has held it in 7 quarters since. The position peaked at $129K in Q4 2024. 804 funds tracked by Wall St. Rank hold FTV as of Q2 2026.

  • Principia Wealth Advisory held 885 shares of Fortive worth $54.1K as of Q2 2026.
  • Principia Wealth Advisory bought 3 Fortive shares in Q2 2026, an estimated $180.
  • Fortive made up 0.03% of Principia Wealth Advisory's portfolio in Q2 2026, its #134 holding.
  • Principia Wealth Advisory first reported a position in Fortive in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's Fortive position peaked at $129K in Q4 2024.
  • 804 funds tracked by Wall St. Rank held Fortive as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.