Wealthspire Advisors (New York)’s Fortive FTV Stock Holding History

Wealthspire Advisors (New York)’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 Q4	–	Sell	-327	Closed	-$16K	–	1727
2025 Q3	$16K	Buy	+327	New	+$16.1K	﹤0.01%	1791
2021 Q2	–	Sell	-4,103	Closed	-$218K	–	490
2021 Q1	$218K	Buy	+4,103	New	+$212K	0.01%	648
2020 Q2	–	Sell	-6,405	Closed	-$223K	–	368
2020 Q1	$223K	Buy	+6,405	New	+$280K	0.01%	455
2019 Q1	–	Sell	-362	Closed	-$15K	–	320
2018 Q4	$15K	Buy	+362	New	+$17K	﹤0.01%	400

Other funds holding FTV

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wealthspire Advisors (New York)'s FTV Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Fortive (FTV) in Q4 2025, closing a stake of 327 shares — an estimated $16K sold.

Wealthspire Advisors (New York) first reported a position in FTV in Q4 2018 and held it in 4 quarters. The position peaked at $223K in Q1 2020. 784 funds tracked by Wall St. Rank hold FTV as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining Fortive position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 327 Fortive shares in Q4 2025, an estimated $16K.
Wealthspire Advisors (New York) first reported a position in Fortive in Q4 2018 and held it in 4 quarters.
Wealthspire Advisors (New York)'s Fortive position peaked at $223K in Q1 2020.
784 funds tracked by Wall St. Rank held Fortive as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.