PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Fortive FTV Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
2026 Q2	$38.2K	Hold	625	–	–	0.01%	354
2026 Q1	$34.6K	Hold	625	–	–	0.01%	330
2025 Q4	$34.5K	Hold	625	–	–	0.01%	346
2025 Q3	$30.6K	Hold	625	–	–	0.01%	335
2025 Q2	$32.6K	Sell	625 -204	-25%	-$10.7K	0.01%	307
2025 Q1	$45.7K	Hold	829	–	–	0.02%	271
2024 Q4	$46.9K	Hold	829	–	–	0.02%	267
2024 Q3	$49.3K	Hold	829	–	–	0.03%	222
2024 Q2	$46.3K	Hold	829	–	–	0.03%	210
2024 Q1	$53.8K	Hold	829	–	–	0.04%	187
2023 Q4	$46K	Hold	829	–	–	0.03%	184
2023 Q3	$46.4K	Hold	829	–	–	0.03%	165
2023 Q2	$46.7K	Sell	829 -34	-4%	-$1.72K	0.03%	167
2023 Q1	$44.3K	Hold	863	–	–	0.03%	163
2022 Q4	$41.8K	Buy	+863	New	+$41.8K	0.04%	161

Other funds holding FTV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Nicholas Company Milwaukee, Wisconsin $5.47B AUM 16.96% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s FTV Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its Fortive (FTV) position steady in Q2 2026 at 625 shares worth $38.2K. The position accounts for 0.01% of the portfolio, ranked #354.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in FTV in Q4 2022 and has held it in 15 quarters since. The position peaked at $53.8K in Q1 2024. 426 funds tracked by Wall St. Rank hold FTV as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 625 shares of Fortive worth $38.2K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its Fortive share count unchanged in Q2 2026.
Fortive made up 0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #354 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Fortive in Q4 2022 and has held it in 15 quarters since.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Fortive position peaked at $53.8K in Q1 2024.
426 funds tracked by Wall St. Rank held Fortive as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.