Carson Wealth (CWM LLC)
FTS icon

Carson Wealth (CWM LLC)’s Fortis FTS Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$21.1K Buy
379
+8
+2% +$440 ﹤0.01% 4377
2025
Q4 		$19K Hold
371
– – ﹤0.01% 4201
2025
Q3 		$19K Buy
+371
New +$18.2K ﹤0.01% 4152
2025
Q1 		– Sell
-9
Closed – – 5104
2024
Q4 		$0 Sell
9
-8
-47% -$350 ﹤0.01% 4988
2024
Q3 		$1K Buy
17
+8
+89% +$342 ﹤0.01% 4585
2024
Q2 		$0 Buy
+9
New +$355 ﹤0.01% 4706
2024
Q1 		– Sell
-151
Closed -$6K – 4465
2023
Q4 		$6K Buy
151
+51
+51% +$2.06K ﹤0.01% 3418
2023
Q3 		$4K Buy
100
+1
+1% +$41 ﹤0.01% 3559
2023
Q2 		$4K Buy
+99
New +$4.31K ﹤0.01% 3524
2022
Q2 		– Sell
-46
Closed -$2K – 3896
2022
Q1 		$2K Hold
46
– – ﹤0.01% 3169
2021
Q4 		$2K Buy
+46
New +$2.08K ﹤0.01% 3121
2021
Q2 		$6K Hold
136
– – ﹤0.01% 2293
2021
Q1 		$6K Hold
136
– – ﹤0.01% 2293
2020
Q4 		$6K Hold
136
– – ﹤0.01% 2292
2020
Q3 		$6K Hold
136
– – ﹤0.01% 2292
2020
Q2 		$6K Hold
136
– – ﹤0.01% 2292
2020
Q1 		$6K Hold
136
– – ﹤0.01% 2292
2019
Q4 		$6K Hold
136
– – ﹤0.01% 2292
2019
Q3 		$6K Hold
136
– – ﹤0.01% 2292
2019
Q2 		$6K Hold
136
– – ﹤0.01% 2292
2019
Q1 		$6K Buy
136
+127
+1,411% +$4.51K ﹤0.01% 2292
2018
Q4 		$0 Buy
+9
New +$303 ﹤0.01% 2145
2018
Q3 		– Sell
-62
Closed -$2K – 1901
2018
Q2 		$2K Buy
+62
New +$2.02K ﹤0.01% 1373

Other funds holding FTS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FTS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Fortis (FTS) stake by 2.2% in Q1 2026, buying an estimated $440 and bringing the position to 379 shares worth $21.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4377.

Carson Wealth (CWM LLC) first reported a position in FTS in Q2 2018 and has held it in 23 quarters since. 346 funds tracked by Wall St. Rank hold FTS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 379 shares of Fortis worth $21.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 8 Fortis shares in Q1 2026, an estimated $440.
  • Fortis made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4377 holding.
  • Carson Wealth (CWM LLC) first reported a position in Fortis in Q2 2018 and has held it in 23 quarters since.
  • 346 funds tracked by Wall St. Rank held Fortis as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.