Mount Yale Investment Advisors’s Fortive FTV Stock Holding History

Mount Yale Investment Advisors’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	-5,429	Closed	-$283K	–	1026
2025 Q2	$283K	Sell	5,429 -1,802	-25%	-$94.4K	0.02%	472
2025 Q1	$399K	Sell	7,231 -1,551	-18%	-$91.1K	0.03%	372
2024 Q4	$496K	Buy	8,782 +62	+0.7%	+$3.56K	0.04%	343
2024 Q3	$519K	Buy	8,720 +1,542	+21%	+$84.8K	0.05%	339
2024 Q2	$401K	Buy	7,178 +64	+0.9%	+$3.71K	0.03%	380
2024 Q1	$461K	Sell	7,114 -157	-2%	-$9.53K	0.04%	372
2023 Q4	$403K	Sell	7,271 -107	-1%	-$5.64K	0.04%	358
2023 Q3	$412K	Sell	7,378 -43	-0.6%	-$2.47K	0.04%	336
2023 Q2	$418K	Buy	7,421 +497	+7%	+$25.1K	0.04%	332
2023 Q1	$356K	Buy	6,924 +1,883	+37%	+$94.7K	0.04%	347
2022 Q4	$244K	Sell	5,041 -162	-3%	-$7.85K	0.03%	395
2022 Q3	$229K	Buy	+5,203	New	+$243K	0.03%	397
2018 Q4	–	Sell	-43	Closed	-$2K	–	484
2018 Q3	$2K	Sell	43 -68	-61%	-$3.49K	﹤0.01%	903
2018 Q2	$5K	Hold	111	–	–	﹤0.01%	899
2018 Q1	$5K	Buy	+111	New	+$5.28K	﹤0.01%	893

Other funds holding FTV

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

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

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 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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return