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Phoenix Wealth Advisors’s Fortive FTV Stock Holding History

Phoenix Wealth 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
Q2 		– Sell
-4,525
Closed -$250K – 129
2025
Q1 		$250K Buy
4,525
+66
+1% +$3.88K 0.11% 108
2024
Q4 		$252K Sell
4,459
-123
-3% -$7.06K 0.11% 104
2024
Q3 		$273K Sell
4,582
-9
-0.2% -$495 0.13% 102
2024
Q2 		$256K Buy
4,591
+57
+1% +$3.31K 0.13% 108
2024
Q1 		$294K Sell
4,534
-150
-3% -$9.11K 0.18% 95
2023
Q4 		$255K Sell
4,684
-14
-0.3% -$738 0.18% 97
2023
Q3 		$263K Buy
4,698
+42
+0.9% +$2.42K 0.15% 97
2023
Q2 		$262K Buy
4,656
+2
+0% +$101 0.15% 93
2023
Q1 		$239K Hold
4,654
– – 0.15% 96
2022
Q4 		$225K Buy
+4,654
New +$225K 0.14% 99
2022
Q1 		– Sell
-3,815
Closed -$219K – 105
2021
Q4 		$219K Sell
3,815
-722
-16% -$40.8K 0.17% 112
2021
Q3 		$241K Buy
4,537
+28
+0.6% +$1.53K 0.18% 100
2021
Q2 		$237K Buy
4,509
+409
+10% +$22K 0.17% 107
2021
Q1 		$219K Buy
4,100
+712
+21% +$36.8K 0.17% 108
2020
Q4 		$181K Buy
+3,388
New +$174K 0.14% 114

Other funds holding FTV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Phoenix Wealth Advisors's FTV Position: Q2 2025 in Review

Phoenix Wealth Advisors sold out of Fortive (FTV) in Q2 2025, closing a stake of 4,525 shares — an estimated $250K sold.

Phoenix Wealth Advisors first reported a position in FTV in Q4 2020 and held it in 15 quarters. The position peaked at $294K in Q1 2024. 795 funds tracked by Wall St. Rank hold FTV as of Q2 2025.

  • Phoenix Wealth Advisors reported no remaining Fortive position as of Q2 2025 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 4,525 Fortive shares in Q2 2025, an estimated $250K.
  • Phoenix Wealth Advisors first reported a position in Fortive in Q4 2020 and held it in 15 quarters.
  • Phoenix Wealth Advisors's Fortive position peaked at $294K in Q1 2024.
  • 795 funds tracked by Wall St. Rank held Fortive as of Q2 2025.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.