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Whipplewood Advisors’s Fortive FTV Stock Holding History

Whipplewood 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
Q2 		– Sell
-68
Closed -$3.76K – 816
2026
Q1 		$3.76K Buy
68
+63
+1,260% +$3.53K ﹤0.01% 664
2025
Q4 		$276 Buy
+5
New +$259 ﹤0.01% 487
2025
Q3 		– Sell
-81
Closed -$4.22K – 638
2025
Q2 		$4.22K Buy
81
+66
+440% +$3.46K ﹤0.01% 726
2025
Q1 		$5.93K Sell
15
-528
-97% -$31K ﹤0.01% 663
2024
Q4 		$30.7K Buy
+543
New +$31.2K 0.02% 385

Other funds holding FTV

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Whipplewood Advisors's FTV Position: Q2 2026 in Review

Whipplewood Advisors sold out of Fortive (FTV) in Q2 2026, closing a stake of 68 shares — an estimated $3.76K sold.

Whipplewood Advisors first reported a position in FTV in Q4 2024 and held it in 5 quarters. The position peaked at $30.7K in Q4 2024. 809 funds tracked by Wall St. Rank hold FTV as of Q2 2026.

  • Whipplewood Advisors reported no remaining Fortive position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 68 Fortive shares in Q2 2026, an estimated $3.76K.
  • Whipplewood Advisors first reported a position in Fortive in Q4 2024 and held it in 5 quarters.
  • Whipplewood Advisors's Fortive position peaked at $30.7K in Q4 2024.
  • 809 funds tracked by Wall St. Rank held Fortive as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.