Aaron Wealth Advisors
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Aaron Wealth Advisors’s Fortis FTS Stock Holding History

Aaron Wealth Advisors’s Portfolio FTS Stock Details FTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$363K Sell
6,878
-4,168
-38% -$233K 0.02% 525
2026
Q2 		$632K Buy
11,046
+2,086
+23% +$118K 0.03% 357
2026
Q1 		$500K Buy
+8,960
New +$492K 0.03% 390

Other funds holding FTS

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
QV Investors
QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return
Caledonia Investments plc (UK)
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return
Guardian Partners
Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return
Triasima Portfolio Management
Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return
Value Partners Investments
Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return

Aaron Wealth Advisors's FTS Position: Q3 2026 in Review

Aaron Wealth Advisors reduced its Fortis (FTS) stake by 38% in Q3 2026, selling an estimated $233K and leaving 6,878 shares worth $363K. The position accounts for 0.02% of the portfolio, ranked #525.

Aaron Wealth Advisors first reported a position in FTS in Q1 2026 and has held it in 3 quarters since. The position peaked at $632K in Q2 2026. 56 funds tracked by Wall St. Rank hold FTS as of Q3 2026.

  • Aaron Wealth Advisors held 6,878 shares of Fortis worth $363K as of Q3 2026.
  • Aaron Wealth Advisors sold 4,168 Fortis shares in Q3 2026, an estimated $233K.
  • Fortis made up 0.02% of Aaron Wealth Advisors's portfolio in Q3 2026, its #525 holding.
  • Aaron Wealth Advisors first reported a position in Fortis in Q1 2026 and has held it in 3 quarters since.
  • Aaron Wealth Advisors's Fortis position peaked at $632K in Q2 2026.
  • 56 funds tracked by Wall St. Rank held Fortis as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.