UCFA
FTV icon

United Capital Financial Advisors’s Fortive FTV Stock Holding History

United Capital Financial 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
Q1 		$538K Buy
9,741
+1,222
+14% +$68.5K ﹤0.01% 1032
2025
Q4 		$470K Buy
8,519
+563
+7% +$29.2K ﹤0.01% 991
2025
Q3 		$390K Sell
7,956
-484
-6% -$23.8K ﹤0.01% 945
2025
Q2 		$440K Sell
8,440
-4,488
-35% -$235K ﹤0.01% 813
2025
Q1 		$713K Buy
12,928
+801
+7% +$47K 0.01% 647
2024
Q4 		$685K Buy
12,127
+552
+5% +$31.7K 0.01% 648
2024
Q3 		$689K Sell
11,575
-3,099
-21% -$170K 0.01% 642
2024
Q2 		$819K Sell
14,674
-512
-3% -$29.7K 0.01% 576
2024
Q1 		$984K Sell
15,186
-945
-6% -$57.4K 0.01% 561
2023
Q4 		$895K Buy
16,131
+1,137
+8% +$60K 0.01% 579
2023
Q3 		$838K Buy
14,994
+202
+1% +$11.6K 0.01% 551
2023
Q2 		$833K Sell
14,792
-4,326
-23% -$218K ﹤0.01% 586
2023
Q1 		$982K Buy
19,118
+4,781
+33% +$241K 0.01% 579
2022
Q4 		$694K Sell
14,337
-460
-3% -$22.3K ﹤0.01% 698
2022
Q3 		$650K Sell
14,797
-1,639
-10% -$76.6K ﹤0.01% 703
2022
Q2 		$674K Buy
16,436
+937
+6% +$41.4K ﹤0.01% 723
2022
Q1 		$712K Sell
15,499
-2,155
-12% -$107K ﹤0.01% 754
2021
Q4 		$1.01M Sell
17,654
-2,255
-11% -$127K ﹤0.01% 673
2021
Q3 		$1.06M Buy
19,909
+2,029
+11% +$111K 0.01% 658
2021
Q2 		$940K Sell
17,880
-1,679
-9% -$90.5K ﹤0.01% 712
2021
Q1 		$1.04M Buy
19,559
+1,161
+6% +$60.1K 0.01% 657
2020
Q4 		$982K Sell
18,398
-8,753
-32% -$450K 0.01% 680
2020
Q3 		$1.3M Buy
27,151
+98
+0.4% +$4.47K 0.01% 592
2020
Q2 		$1.15M Sell
27,053
-2,607
-9% -$102K 0.01% 619
2020
Q1 		$934K Sell
29,660
-849
-3% -$37.1K 0.01% 651
2019
Q4 		$1.47M Buy
30,509
+140
+0.5% +$6.32K 0.01% 664
2019
Q3 		$1.31M Sell
30,369
-11,126
-27% -$513K 0.01% 672
2019
Q2 		$2.13M Sell
41,495
-5,517
-12% -$286K 0.01% 602
2019
Q1 		$2.49M Sell
47,012
-1,669
-3% -$81.3K 0.02% 545
2018
Q4 		$2.08M Buy
48,681
+3,143
+7% +$148K 0.02% 549
2018
Q3 		$2.42M Sell
45,538
-6,326
-12% -$324K 0.02% 562
2018
Q2 		$2.52M Sell
51,864
-2,238
-4% -$107K 0.02% 537
2018
Q1 		$2.65M Sell
54,102
-1,144
-2% -$54.4K 0.02% 517
2017
Q4 		$2.53M Buy
55,246
+673
+1% +$30.8K 0.02% 537
2017
Q3 		$2.44M Sell
54,573
-1,098
-2% -$45.7K 0.02% 532
2017
Q2 		$2.22M Sell
55,671
-6,938
-11% -$273K 0.02% 541
2017
Q1 		$2.38M Sell
62,609
-25,139
-29% -$902K 0.02% 519
2016
Q4 		$2.97M Sell
87,748
-42,489
-33% -$1.41M 0.03% 473
2016
Q3 		$4.18M Buy
+130,237
New +$4.18M 0.04% 417

Other funds holding FTV

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

United Capital Financial Advisors's FTV Position: Q1 2026 in Review

United Capital Financial Advisors increased its Fortive (FTV) stake by 14% in Q1 2026, buying an estimated $68.5K and bringing the position to 9,741 shares worth $538K. The position accounts for ﹤0.01% of the portfolio, ranked #1032.

United Capital Financial Advisors first reported a position in FTV in Q3 2016 and has held it in 39 quarters since. The position peaked at $4.18M in Q3 2016. 778 funds tracked by Wall St. Rank hold FTV as of Q1 2026.

  • United Capital Financial Advisors held 9,741 shares of Fortive worth $538K as of Q1 2026.
  • United Capital Financial Advisors bought 1,222 Fortive shares in Q1 2026, an estimated $68.5K.
  • Fortive made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1032 holding.
  • United Capital Financial Advisors first reported a position in Fortive in Q3 2016 and has held it in 39 quarters since.
  • United Capital Financial Advisors's Fortive position peaked at $4.18M in Q3 2016.
  • 778 funds tracked by Wall St. Rank held Fortive as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.