WPA
FTV icon

Wealth Preservation Advisors’s Fortive FTV Stock Holding History

Wealth Preservation 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
2025
Q3 		– Sell
-30
Closed -$1.56K – 583
2025
Q2 		$1.56K Sell
30
-10
-25% -$524 ﹤0.01% 518
2025
Q1 		$2.19K Buy
+40
New +$2.35K ﹤0.01% 461

Other funds holding FTV

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 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

Wealth Preservation Advisors's FTV Position: Q3 2025 in Review

Wealth Preservation Advisors sold out of Fortive (FTV) in Q3 2025, closing a stake of 30 shares — an estimated $1.56K sold.

Wealth Preservation Advisors first reported a position in FTV in Q1 2025 and held it in 2 quarters. The position peaked at $2.19K in Q1 2025. 736 funds tracked by Wall St. Rank hold FTV as of Q3 2025.

  • Wealth Preservation Advisors reported no remaining Fortive position as of Q3 2025 after selling out during the quarter.
  • Wealth Preservation Advisors sold 30 Fortive shares in Q3 2025, an estimated $1.56K.
  • Wealth Preservation Advisors first reported a position in Fortive in Q1 2025 and held it in 2 quarters.
  • Wealth Preservation Advisors's Fortive position peaked at $2.19K in Q1 2025.
  • 736 funds tracked by Wall St. Rank held Fortive as of Q3 2025.

Based on Wealth Preservation Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.