Aprio Wealth Management
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Aprio Wealth Management’s Fortis FTS Stock Holding History

Aprio Wealth Management’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 		$231K Sell
4,366
-1,119
-20% -$62.6K 0.01% 586
2026
Q2 		$314K Buy
5,485
+617
+13% +$34.8K 0.02% 497
2026
Q1 		$272K Buy
4,868
+589
+14% +$32.4K 0.01% 510
2025
Q4 		$222K Buy
+4,279
New +$219K 0.01% 502

Other funds holding FTS

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
QV Investors
QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return

Aprio Wealth Management's FTS Position: Q3 2026 in Review

Aprio Wealth Management reduced its Fortis (FTS) stake by 20% in Q3 2026, selling an estimated $62.6K and leaving 4,366 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #586.

Aprio Wealth Management first reported a position in FTS in Q4 2025 and has held it in 4 quarters since. The position peaked at $314K in Q2 2026. 142 funds tracked by Wall St. Rank hold FTS as of Q3 2026.

  • Aprio Wealth Management held 4,366 shares of Fortis worth $231K as of Q3 2026.
  • Aprio Wealth Management sold 1,119 Fortis shares in Q3 2026, an estimated $62.6K.
  • Fortis made up 0.01% of Aprio Wealth Management's portfolio in Q3 2026, its #586 holding.
  • Aprio Wealth Management first reported a position in Fortis in Q4 2025 and has held it in 4 quarters since.
  • Aprio Wealth Management's Fortis position peaked at $314K in Q2 2026.
  • 142 funds tracked by Wall St. Rank held Fortis as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.