Atria Wealth Solutions’s Fortive FTV Stock Holding History

Atria Wealth Solutions’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 Q1	–	Sell	-3,698	Closed	-$209K	–	1941
2024 Q4	$209K	Sell	3,698 -1,889	-34%	-$108K	﹤0.01%	1806
2024 Q3	$332K	Buy	5,587 +2	+0%	+$110	﹤0.01%	1453
2024 Q2	$312K	Sell	5,585 -525	-9%	-$30.5K	﹤0.01%	1483
2024 Q1	$396K	Buy	6,110 +349	+6%	+$21.2K	﹤0.01%	1371
2023 Q4	$320K	Buy	5,761 +2	+0%	+$105	﹤0.01%	1455
2023 Q3	$322K	Buy	5,759 +771	+15%	+$44.3K	﹤0.01%	1370
2023 Q2	$281K	Sell	4,988 -1,614	-24%	-$81.5K	﹤0.01%	1488
2023 Q1	$339K	Buy	6,602 +952	+17%	+$47.9K	0.01%	1344
2022 Q4	$274K	Sell	5,650 -63	-1%	-$3.05K	﹤0.01%	1416
2022 Q3	$251K	Sell	5,713 -34,527	-86%	-$1.61M	﹤0.01%	1409
2022 Q2	$1.65M	Buy	40,240 +21,195	+111%	+$937K	0.03%	503
2022 Q1	$874K	Buy	+19,045	New	+$942K	0.01%	789

Other funds holding FTV

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

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

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

Viking Global Investors

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

Flossbach Von Storch

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

Geode Capital Management

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

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return