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Cromwell Holdings’s Fortis FTS Stock Holding History

Cromwell Holdings’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
Q2 		$106K Hold
1,850
– – 0.05% 348
2026
Q1 		$103K Hold
1,850
– – 0.06% 320
2025
Q4 		$96.1K Buy
1,850
+13
+0.7% +$666 0.05% 324
2025
Q3 		$93.2K Hold
1,837
– – 0.05% 329
2025
Q2 		$87.7K Hold
1,837
– – 0.05% 332
2025
Q1 		$83.7K Hold
1,837
– – 0.05% 327
2024
Q4 		$76.4K Hold
1,837
– – 0.04% 349
2024
Q3 		$83.5K Buy
1,837
+630
+52% +$26.9K 0.05% 330
2024
Q2 		$46.9K Buy
+1,207
New +$47.6K 0.03% 451

Other funds holding FTS

CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MPPW
Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Cromwell Holdings's FTS Position: Q2 2026 in Review

Cromwell Holdings held its Fortis (FTS) position steady in Q2 2026 at 1,850 shares worth $106K. The position accounts for 0.05% of the portfolio, ranked #348.

Cromwell Holdings first reported a position in FTS in Q2 2024 and has held it in 9 quarters since. 36 funds tracked by Wall St. Rank hold FTS as of Q2 2026.

  • Cromwell Holdings held 1,850 shares of Fortis worth $106K as of Q2 2026.
  • Cromwell Holdings left its Fortis share count unchanged in Q2 2026.
  • Fortis made up 0.05% of Cromwell Holdings's portfolio in Q2 2026, its #348 holding.
  • Cromwell Holdings first reported a position in Fortis in Q2 2024 and has held it in 9 quarters since.
  • 36 funds tracked by Wall St. Rank held Fortis as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.