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Synergy Investment Management’s Fortive FTV Stock Holding History

Synergy Investment Management’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 		$1.1K Hold
18
– – ﹤0.01% 967
2026
Q1 		$995 Buy
+18
New +$1.01K ﹤0.01% 767
2025
Q2 		– Sell
-24
Closed -$1.32K – 268
2025
Q1 		$1.32K Hold
24
– – ﹤0.01% 565
2024
Q4 		$1.35K Buy
+24
New +$1.38K ﹤0.01% 594

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

Synergy Investment Management's FTV Position: Q2 2026 in Review

Synergy Investment Management held its Fortive (FTV) position steady in Q2 2026 at 18 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #967.

Synergy Investment Management first reported a position in FTV in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.35K in Q4 2024. 804 funds tracked by Wall St. Rank hold FTV as of Q2 2026.

  • Synergy Investment Management held 18 shares of Fortive worth $1.1K as of Q2 2026.
  • Synergy Investment Management left its Fortive share count unchanged in Q2 2026.
  • Fortive made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #967 holding.
  • Synergy Investment Management first reported a position in Fortive in Q4 2024 and has held it in 4 quarters since.
  • Synergy Investment Management's Fortive position peaked at $1.35K in Q4 2024.
  • 804 funds tracked by Wall St. Rank held Fortive as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.