DWM
FTV icon

Dakota Wealth Management’s Fortive FTV Stock Holding History

Dakota 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
Q1 		– Sell
-8,661
Closed -$490K – 771
2024
Q4 		$490K Sell
8,661
-6,950
-45% -$399K 0.01% 511
2024
Q3 		$929K Buy
15,611
+246
+2% +$13.5K 0.02% 384
2024
Q2 		$858K Buy
15,365
+155
+1% +$9K 0.02% 398
2024
Q1 		$986K Buy
15,210
+888
+6% +$53.9K 0.02% 376
2023
Q4 		$795K Buy
14,322
+1,822
+15% +$96.1K 0.03% 348
2023
Q3 		$699K Sell
12,500
-178
-1% -$10.2K 0.03% 342
2023
Q2 		$714K Buy
12,678
+984
+8% +$49.7K 0.03% 312
2023
Q1 		$601K Buy
11,694
+1,220
+12% +$61.4K 0.04% 328
2022
Q4 		$507K Buy
10,474
+1,262
+14% +$61.1K 0.04% 351
2022
Q3 		$404K Buy
9,212
+1,095
+13% +$51.2K 0.03% 380
2022
Q2 		$333K Buy
+8,117
New +$359K 0.03% 354

Other funds holding FTV

Vanguard Group
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
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