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Twin Peaks Wealth Advisors’s Fortive FTV Stock Holding History

Twin Peaks 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
-200
Closed -$11.1K – 972
2026
Q1 		$11.1K Buy
+200
New +$11.2K ﹤0.01% 1011
2025
Q3 		– Sell
-154
Closed -$7.34K – 897
2025
Q2 		$7.34K Buy
+154
New +$8.07K ﹤0.01% 1098

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

Twin Peaks Wealth Advisors's FTV Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Fortive (FTV) in Q2 2026, closing a stake of 200 shares — an estimated $11.1K sold.

Twin Peaks Wealth Advisors first reported a position in FTV in Q2 2025 and held it in 2 quarters. The position peaked at $11.1K in Q1 2026. 809 funds tracked by Wall St. Rank hold FTV as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Fortive position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 200 Fortive shares in Q2 2026, an estimated $11.1K.
  • Twin Peaks Wealth Advisors first reported a position in Fortive in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Fortive position peaked at $11.1K in Q1 2026.
  • 809 funds tracked by Wall St. Rank held Fortive as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.