Legacy Wealth Management, LLC / MS FTV — FORTIVE CORP

Ownership history in Legacy Wealth Management, LLC / MS  ·  8 quarters on record

AI Ownership Summary

Legacy Wealth Management, LLC / MS reported FORTIVE CORP (FTV) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 1.2% in 2024 Q3. The latest visible filing shows FTV at 0.17% 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 Q2

FTV was reported at 0.17% 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 Q2

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.

FTV stock page Legacy Wealth Management, LLC / MS fund profile Legacy Wealth Management, LLC / MS full holdings
How Legacy Wealth Management, LLC / MS held FTV — position size vs. price
% of Fund (quarterly)    FTV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 10,682 -2,555 -19.3% 0.17% $653K 2026-07-08 $61.27
2026 Q1 REDUCED 27.4% +9.8% ❌ 13,237 -5,000 -27.4% 0.21% $732K 2026-04-10 $58.30
2025 Q4 ADDED — — — 18,237 +3,471 +23.5% 0.27% $1.0M 2026-01-05 $53.70
2025 Q3 REDUCED 19.7% +14.8% ❌ 14,766 -3,633 -19.7% 0.22% $723K 2025-10-23 $49.46
2025 Q2 REDUCED — — — 18,399 -522 -2.8% 0.29% $959K 2025-07-01 $52.93
2025 Q1 REDUCED — — — 18,921 -65 -0.3% 0.45% $1.4M 2025-04-03 $50.68
2024 Q4 ADDED — — — 18,986 +968 +5.4% 0.57% $1.4M 2025-01-06 $57.29
2024 Q3 INITIATED — — — 18,018 — — 1.20% $1.4M 2024-12-12 $57.52

🏢 Other funds also holding FTV

As of 2026 Q2 — sorted by position size

Olstein Capital Management, L.P. 3Y 7Y 1.06% Adelphi Trust Co 0.23% Chesley Taft & Associates LLC 3Y 7Y 0.18% RDA Financial Network 3Y 7Y 0.11% Emprise Bank 0.11% First County Bank /CT/ 3Y 0.1% Mirador Capital Partners LP 3Y 7Y 0.08% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.08% Central Pacific Bank - Trust Division 0.07% Boltwood Capital Management 3Y 7Y 0.06%

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 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

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 Q2, when Legacy Wealth Management, LLC / MS reported 10,682 shares, equal to 0.17% of portfolio, with an estimated market value of $653K.

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.

How well did Legacy Wealth Management, LLC / MS time their FTV position?

Based on 13F filing dates vs. subsequent FTV price moves, Legacy Wealth Management, LLC / MS correctly timed 2 out of 7 reported position changes (29%). The annualised alpha on FTV relative to SPY over the holding period was -10.5%.

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