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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

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