Valeo Financial Advisors’s Fortive FTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $234K | Buy |
+3,833
| New | +$230K | ﹤0.01% | 709 |
|
|
2026
Q1 | – | Sell |
-4,022
| Closed | -$222K | – | 810 |
|
|
2025
Q4 | $222K | Buy |
+4,022
| New | +$209K | ﹤0.01% | 723 |
|
|
2025
Q3 | – | Sell |
-4,078
| Closed | -$213K | – | 849 |
|
|
2025
Q2 | $213K | Sell |
4,078
-1,069
| -21% | -$56K | 0.01% | 691 |
|
|
2025
Q1 | $284K | Sell |
5,147
-2
| -0% | -$117 | 0.01% | 545 |
|
|
2024
Q4 | $291K | Buy |
5,149
+31
| +0.6% | +$1.78K | 0.01% | 549 |
|
|
2024
Q3 | $304K | Sell |
5,118
-77
| -1% | -$4.24K | 0.01% | 523 |
|
|
2024
Q2 | $290K | Buy |
5,195
+60
| +1% | +$3.48K | 0.01% | 522 |
|
|
2024
Q1 | $294K | Buy |
5,135
+25
| +0.5% | +$1.52K | 0.01% | 510 |
|
|
2023
Q4 | $284K | Sell |
5,110
-527
| -9% | -$27.8K | 0.01% | 508 |
|
|
2023
Q3 | $315K | Buy |
5,637
+458
| +9% | +$26.3K | 0.01% | 446 |
|
|
2023
Q2 | $292K | Sell |
5,179
-968
| -16% | -$48.9K | 0.01% | 439 |
|
|
2023
Q1 | $316K | Buy |
6,147
+803
| +15% | +$40.4K | 0.02% | 431 |
|
|
2022
Q4 | $259K | Buy |
+5,344
| New | +$259K | 0.01% | 422 |
|
|
2022
Q2 | – | Sell |
-5,488
| Closed | -$252K | – | 561 |
|
|
2022
Q1 | $252K | Buy |
5,488
+985
| +22% | +$48.7K | 0.01% | 493 |
|
|
2021
Q4 | $259K | Buy |
4,503
+121
| +3% | +$6.84K | 0.01% | 445 |
|
|
2021
Q3 | $233K | Buy |
4,382
+548
| +14% | +$30K | 0.01% | 459 |
|
|
2021
Q2 | $201K | Hold |
3,834
| – | – | 0.01% | 443 |
|
|
2021
Q1 | $204K | Sell |
3,834
-1,834
| -32% | -$94.9K | 0.01% | 436 |
|
|
2020
Q4 | $302K | Sell |
5,668
-1,742
| -24% | -$89.6K | 0.02% | 333 |
|
|
2020
Q3 | $356K | Sell |
7,410
-551
| -7% | -$25.1K | 0.03% | 231 |
|
|
2020
Q2 | $340K | Buy |
7,961
+1,334
| +20% | +$52K | 0.03% | 233 |
|
|
2020
Q1 | $255K | Sell |
6,627
-3,795
| -36% | -$166K | 0.03% | 249 |
|
|
2019
Q4 | $502K | Buy |
10,422
+631
| +6% | +$28.5K | 0.05% | 185 |
|
|
2019
Q3 | $423K | Buy |
9,791
+2,449
| +33% | +$113K | 0.05% | 189 |
|
|
2019
Q2 | $377K | Sell |
7,342
-8
| -0.1% | -$415 | 0.04% | 202 |
|
|
2019
Q1 | $389K | Sell |
7,350
-41
| -0.6% | -$2K | 0.05% | 193 |
|
|
2018
Q4 | $315K | Sell |
7,391
-19
| -0.3% | -$892 | 0.04% | 204 |
|
|
2018
Q3 | $347K | Buy |
7,410
+8
| +0.1% | +$410 | 0.05% | 198 |
|
|
2018
Q2 | $370K | Sell |
7,402
-54
| -0.7% | -$2.58K | 0.05% | 203 |
|
|
2018
Q1 | $364K | Buy |
7,456
+161
| +2% | +$7.66K | 0.06% | 184 |
|
|
2017
Q4 | $333K | Sell |
7,295
-47
| -0.6% | -$2.15K | 0.05% | 186 |
|
|
2017
Q3 | $328K | Buy |
+7,342
| New | +$305K | 0.07% | 164 |
|
Other funds holding FTV
Valeo Financial Advisors's FTV Position: Q2 2026 in Review
Valeo Financial Advisors opened a new position in Fortive (FTV) in Q2 2026: 3,833 shares worth $234K. The stake represents ﹤0.01% of the portfolio and ranks #709 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in FTV as recently as Q4 2025.
Valeo Financial Advisors first reported a position in FTV in Q3 2017 and has held it in 32 quarters since. The position peaked at $502K in Q4 2019. 799 funds tracked by Wall St. Rank hold FTV as of Q2 2026.
- Valeo Financial Advisors held 3,833 shares of Fortive worth $234K as of Q2 2026.
- Fortive was a new Valeo Financial Advisors position in Q2 2026.
- Fortive made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #709 holding.
- Valeo Financial Advisors first reported a position in Fortive in Q3 2017 and has held it in 32 quarters since.
- Valeo Financial Advisors's Fortive position peaked at $502K in Q4 2019.
- 799 funds tracked by Wall St. Rank held Fortive as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.