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Phoenix Wealth Advisors

SEC CIK
0001842362
Latest filing
Jul 31, 2026

FTV holding history

Fortive Corp in every 13F filed by Phoenix Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FTV overviewAll 13F holders of FTVFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q1 2021
Holdings of FTV by Phoenix Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−3,410−100.0%Sold outHolders
Q1 20253,410$249.5K0.1%+50+1.5%AddedHolders
Q4 20243,360$252.0K0.1%−93−2.7%ReducedHolders
Q3 20243,453$272.5K0.1%−7−0.2%ReducedHolders
Q2 20243,460$256.4K0.1%+43+1.3%AddedHolders
Q1 20243,417$293.9K0.2%−113−3.2%ReducedHolders
Q4 20233,530$255.1K0.2%−10−0.3%ReducedHolders
Q3 20233,540$262.5K0.2%+31+0.9%AddedHolders
Q2 20233,509$262.4K0.2%+2+0.1%AddedHolders
Q1 20233,507$239.1K0.1%00.0%UnchangedHolders
Q4 20223,507$225.3K0.1%+3,507NewHolders
Q1 20220$00.0%−2,875−100.0%Sold outHolders
Q4 20212,875$219.0K0.2%−544−15.9%ReducedHolders
Q3 20213,419$241.0K0.2%+21+0.6%AddedHolders
Q2 20213,398$237.0K0.2%+308+10.0%AddedHolders
Q1 20213,090$219.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.