AWM
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Atticus Wealth Management’s Fortive FTV Stock Holding History

Atticus Wealth Management’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
Q3 		– Sell
-227
Closed -$11.8K – 357
2025
Q2 		$11.8K Sell
227
-74
-25% -$3.88K ﹤0.01% 464
2025
Q1 		$16.6K Hold
301
– – 0.01% 338
2024
Q4 		$17K Hold
301
– – 0.01% 344
2024
Q3 		$17.9K Hold
301
– – 0.01% 339
2024
Q2 		$16.8K Hold
301
– – 0.01% 331
2024
Q1 		$19.5K Hold
301
– – 0.01% 326
2023
Q4 		$16.7K Hold
301
– – 0.01% 344
2023
Q3 		$16.8K Hold
301
– – 0.01% 349
2023
Q2 		$17K Hold
301
– – 0.01% 352
2023
Q1 		$15.5K Sell
301
-608
-67% -$30.6K 0.01% 342
2022
Q4 		$44K Hold
909
– – 0.02% 265
2022
Q3 		$37K Hold
909
– – 0.02% 265
2022
Q2 		$37K Buy
+909
New +$40.2K 0.02% 288

Other funds holding FTV

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return