Root Financial Partners
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Root Financial Partners’s Fortive FTV Stock Holding History

Root Financial Partners’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
Q3 		$44.9K Buy
+820
New +$48.6K ﹤0.01% 1140
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

Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Root Financial Partners's FTV Position: Q3 2026 in Review

Root Financial Partners opened a new position in Fortive (FTV) in Q3 2026: 820 shares worth $44.9K. The stake represents ﹤0.01% of the portfolio and ranks #1140 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FTV as recently as Q1 2026.

Root Financial Partners first reported a position in FTV in Q3 2025 and has held it in 4 quarters since. The position peaked at $47.5K in Q1 2026. 470 funds tracked by Wall St. Rank hold FTV as of Q3 2026.

  • Root Financial Partners held 820 shares of Fortive worth $44.9K as of Q3 2026.
  • Fortive was a new Root Financial Partners position in Q3 2026.
  • Fortive made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1140 holding.
  • Root Financial Partners first reported a position in Fortive in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Fortive position peaked at $47.5K in Q1 2026.
  • 470 funds tracked by Wall St. Rank held Fortive as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.