Cardinal Point Capital Management’s Fortis FTS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$693K Buy
12,115
+1,500
+14% +$84.6K 0.04% 157
2026
Q1
$591K Buy
10,615
+14
+0.1% +$769 0.04% 165
2025
Q4
$552K Sell
10,601
-456
-4% -$23.4K 0.04% 149
2025
Q3
$561K Buy
11,057
+316
+3% +$15.5K 0.04% 142
2025
Q2
$512K Sell
10,741
-1,090
-9% -$51.9K 0.04% 143
2025
Q1
$539K Buy
+11,831
New +$515K 0.05% 111

Other funds holding FTS

Cardinal Point Capital Management's FTS Position: Q2 2026 in Review

Cardinal Point Capital Management increased its Fortis (FTS) stake by 14% in Q2 2026, buying an estimated $84.6K and bringing the position to 12,115 shares worth $693K. The position accounts for 0.04% of the portfolio, ranked #157.

Cardinal Point Capital Management first reported a position in FTS in Q1 2025 and has held it in 6 quarters since. 357 funds tracked by Wall St. Rank hold FTS as of Q2 2026.

  • Cardinal Point Capital Management held 12,115 shares of Fortis worth $693K as of Q2 2026.
  • Cardinal Point Capital Management bought 1,500 Fortis shares in Q2 2026, an estimated $84.6K.
  • Fortis made up 0.04% of Cardinal Point Capital Management's portfolio in Q2 2026, its #157 holding.
  • Cardinal Point Capital Management first reported a position in Fortis in Q1 2025 and has held it in 6 quarters since.
  • 357 funds tracked by Wall St. Rank held Fortis as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.