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Wealth Enhancement Trust Services’s Fortive FTV Stock Holding History

Wealth Enhancement Trust Services’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 		$85.2K Sell
1,394
-45
-3% -$2.7K 0.01% 397
2026
Q1 		$79.5K Sell
1,439
-141
-9% -$7.91K 0.01% 383
2025
Q4 		$87.2K Buy
+1,580
New +$82K 0.01% 348

Other funds holding FTV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wealth Enhancement Trust Services's FTV Position: Q2 2026 in Review

Wealth Enhancement Trust Services reduced its Fortive (FTV) stake by 3.1% in Q2 2026, selling an estimated $2.7K and leaving 1,394 shares worth $85.2K. The position accounts for 0.01% of the portfolio, ranked #397.

Wealth Enhancement Trust Services first reported a position in FTV in Q4 2025 and has held it in 3 quarters since. The position peaked at $87.2K in Q4 2025. 591 funds tracked by Wall St. Rank hold FTV as of Q2 2026.

  • Wealth Enhancement Trust Services held 1,394 shares of Fortive worth $85.2K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 45 Fortive shares in Q2 2026, an estimated $2.7K.
  • Fortive made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #397 holding.
  • Wealth Enhancement Trust Services first reported a position in Fortive in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Fortive position peaked at $87.2K in Q4 2025.
  • 591 funds tracked by Wall St. Rank held Fortive as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.