Root Financial Partners’s Fortive FTV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-859
Closed -$47.5K 1458
2026
Q1
$47.5K Buy
859
+306
+55% +$17.2K ﹤0.01% 894
2025
Q4
$30.5K Buy
553
+168
+44% +$8.72K ﹤0.01% 940
2025
Q3
$18.9K Buy
+385
New +$19K ﹤0.01% 1148

Other funds holding FTV

Root Financial Partners's FTV Position: Q2 2026 in Review

Root Financial Partners sold out of Fortive (FTV) in Q2 2026, closing a stake of 859 shares — an estimated $47.5K sold.

Root Financial Partners first reported a position in FTV in Q3 2025 and held it in 3 quarters. The position peaked at $47.5K in Q1 2026. 271 funds tracked by Wall St. Rank hold FTV as of Q2 2026.

  • Root Financial Partners reported no remaining Fortive position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 859 Fortive shares in Q2 2026, an estimated $47.5K.
  • Root Financial Partners first reported a position in Fortive in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Fortive position peaked at $47.5K in Q1 2026.
  • 271 funds tracked by Wall St. Rank held Fortive as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.