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SIMA Wealth Partners’s Fortive FTV Stock Holding History

SIMA Wealth 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
2025
Q2 		– Sell
-163
Closed -$9K – 166
2025
Q1 		$9K Sell
163
-185
-53% -$10.9K 0.01% 147
2024
Q4 		$19.6K Sell
348
-62
-15% -$3.56K 0.02% 119
2024
Q3 		$24.4K Hold
410
– – 0.02% 105
2024
Q2 		$22.9K Buy
+410
New +$23.8K 0.02% 108

Other funds holding FTV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
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

SIMA Wealth Partners's FTV Position: Q2 2025 in Review

SIMA Wealth Partners sold out of Fortive (FTV) in Q2 2025, closing a stake of 163 shares — an estimated $9K sold.

SIMA Wealth Partners first reported a position in FTV in Q2 2024 and held it in 4 quarters. The position peaked at $24.4K in Q3 2024. 796 funds tracked by Wall St. Rank hold FTV as of Q2 2025.

  • SIMA Wealth Partners reported no remaining Fortive position as of Q2 2025 after selling out during the quarter.
  • SIMA Wealth Partners sold 163 Fortive shares in Q2 2025, an estimated $9K.
  • SIMA Wealth Partners first reported a position in Fortive in Q2 2024 and held it in 4 quarters.
  • SIMA Wealth Partners's Fortive position peaked at $24.4K in Q3 2024.
  • 796 funds tracked by Wall St. Rank held Fortive as of Q2 2025.

Based on SIMA Wealth Partners's 13F filing for Q2 2025, filed 15 Jun 2026.