FTV β€” FORTIVE CORP

Ownership history in Legacy Wealth Management, LLC / MS  Β·  7 quarters on record

AI Ownership Summary

Legacy Wealth Management, LLC / MS reported FORTIVE CORP (FTV) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 1.2% in 2024 Q3. The latest visible filing shows FTV at 0.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FTV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Legacy Wealth Management, LLC / MS's position in FORTIVE CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FTV was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.2% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Legacy Wealth Management, LLC / MS held FTV β€” position size vs. price
% of Fund (quarterly)    FTV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 13,237 -5,000 -27.4% 0.21% $732K 2026-04-10 $58.36
2025 Q4 ADDED 18,237 +3,471 +23.5% 0.27% $1.0M 2026-01-05 $53.75
2025 Q3 REDUCED 14,766 -3,633 -19.7% 0.22% $723K 2025-10-23 $49.51
2025 Q2 REDUCED 18,399 -522 -2.8% 0.29% $959K 2025-07-01 $52.98
2025 Q1 REDUCED 18,921 -65 -0.3% 0.45% $1.4M 2025-04-03 $50.73
2024 Q4 ADDED 18,986 +968 +5.4% 0.57% $1.4M 2025-01-06 $57.34
2024 Q3 INITIATED 18,018 β€” β€” 1.20% $1.4M 2024-12-12 $57.58

FAQ About Legacy Wealth Management, LLC / MS and FTV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Legacy Wealth Management, LLC / MS reported owning FTV?

Legacy Wealth Management, LLC / MS reported FTV across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported FTV position in Legacy Wealth Management, LLC / MS's portfolio?

The largest reported portfolio weight for FTV was 1.20% in 2024 Q3.

What is the latest reported FTV position on this page?

The most recent filing on this page is 2026 Q1, when Legacy Wealth Management, LLC / MS reported 13,237 shares, equal to 0.21% of portfolio, with an estimated market value of $732K.

What does the chart on this FTV ownership page compare?

The chart compares Legacy Wealth Management, LLC / MS's quarterly FTV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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