SOA Wealth Advisors’s Fortive FTV Stock Holding History

SOA Wealth Advisors’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	–	Sell	-3	Closed	-$169	–	912
2026 Q1	$169	Hold	3	–	–	﹤0.01%	817
2025 Q4	$169	Sell	3 -3	-50%	-$156	﹤0.01%	814
2025 Q3	$299	Hold	6	–	–	﹤0.01%	825
2025 Q2	$318	Sell	6 -2	-25%	-$105	﹤0.01%	805
2025 Q1	$446	Hold	8	–	–	﹤0.01%	790
2024 Q4	$456	Hold	8	–	–	﹤0.01%	779
2024 Q3	$480	Hold	8	–	–	﹤0.01%	751
2024 Q2	$450	Sell	8 -8	-50%	-$464	﹤0.01%	770
2024 Q1	$1.04K	Hold	16	–	–	﹤0.01%	761
2023 Q4	$888	Hold	16	–	–	﹤0.01%	765
2023 Q3	$894	Hold	16	–	–	﹤0.01%	785
2023 Q2	$900	Hold	16	–	–	﹤0.01%	790
2023 Q1	$821	Hold	16	–	–	﹤0.01%	806
2022 Q4	$773	Sell	16 -61	-79%	-$2.96K	﹤0.01%	816
2022 Q3	$3K	Hold	77	–	–	﹤0.01%	661
2022 Q2	$3K	Sell	77 -182	-70%	-$8.05K	﹤0.01%	641
2022 Q1	$11K	Hold	259	–	–	﹤0.01%	570
2021 Q4	$14K	Hold	259	–	–	﹤0.01%	509
2021 Q3	$13K	Buy	259 +4	+2%	+$219	﹤0.01%	528
2021 Q2	$13K	Buy	255 +93	+57%	+$5.01K	﹤0.01%	524
2021 Q1	$8K	Sell	162 -32	-16%	-$1.66K	﹤0.01%	545
2020 Q4	$10K	Buy	+194	New	+$9.98K	﹤0.01%	515

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

SOA Wealth Advisors's FTV Position: Q2 2026 in Review

SOA Wealth Advisors sold out of Fortive (FTV) in Q2 2026, closing a stake of 3 shares — an estimated $169 sold.

SOA Wealth Advisors first reported a position in FTV in Q4 2020 and held it in 22 quarters. The position peaked at $14K in Q4 2021. 806 funds tracked by Wall St. Rank hold FTV as of Q2 2026.

SOA Wealth Advisors reported no remaining Fortive position as of Q2 2026 after selling out during the quarter.
SOA Wealth Advisors sold 3 Fortive shares in Q2 2026, an estimated $169.
SOA Wealth Advisors first reported a position in Fortive in Q4 2020 and held it in 22 quarters.
SOA Wealth Advisors's Fortive position peaked at $14K in Q4 2021.
806 funds tracked by Wall St. Rank held Fortive as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.