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Turning Point Benefit Group’s Fortive FTV Stock Holding History

Turning Point Benefit Group’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
Q1 		– Sell
-2,039
Closed -$113K – 364
2025
Q4 		$113K Buy
2,039
+274
+16% +$14.2K 0.06% 120
2025
Q3 		$88.4K Buy
+1,765
New +$87K 0.05% 120

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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Turning Point Benefit Group's FTV Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Fortive (FTV) in Q1 2026, closing a stake of 2,039 shares — an estimated $113K sold.

Turning Point Benefit Group first reported a position in FTV in Q3 2025 and held it in 2 quarters. The position peaked at $113K in Q4 2025. 781 funds tracked by Wall St. Rank hold FTV as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Fortive position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 2,039 Fortive shares in Q1 2026, an estimated $113K.
  • Turning Point Benefit Group first reported a position in Fortive in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's Fortive position peaked at $113K in Q4 2025.
  • 781 funds tracked by Wall St. Rank held Fortive as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.