Cumberland Partners’s Fortis FTS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.01M Sell
18,150
-1,250
-6% -$68.7K 0.08% 130
2025
Q4
$1.01M Buy
19,400
+50
+0.3% +$2.56K 0.06% 134
2025
Q3
$981K Sell
19,350
-5,950
-24% -$293K 0.06% 132
2025
Q2
$1.21M Sell
25,300
-7,650
-23% -$364K 0.08% 129
2025
Q1
$1.5M Buy
32,950
+5,050
+18% +$220K 0.12% 115
2024
Q4
$1.16M Buy
27,900
+1,700
+6% +$74.3K 0.08% 126
2024
Q3
$1.19M Sell
26,200
-6,300
-19% -$269K 0.08% 131
2024
Q2
$1.26M Buy
32,500
+1,300
+4% +$51.3K 0.09% 117
2024
Q1
$1.23M Buy
31,200
+1,700
+6% +$67.7K 0.09% 113
2023
Q4
$1.22M Buy
29,500
+1,600
+6% +$64.5K 0.11% 113
2023
Q3
$1.06M Buy
27,900
+4,700
+20% +$192K 0.1% 114
2023
Q2
$1M Sell
23,200
-2,900
-11% -$126K 0.09% 119
2023
Q1
$1.11M Buy
26,100
+4,400
+20% +$180K 0.11% 104
2022
Q4
$868K Buy
21,700
+10,600
+95% +$415K 0.09% 115
2022
Q3
$424K Sell
11,100
-4,200
-27% -$190K 0.05% 134
2022
Q2
$722K Sell
15,300
-11,300
-42% -$554K 0.07% 124
2022
Q1
$1.32M Sell
26,600
-8,900
-25% -$417K 0.1% 105
2021
Q4
$1.72M Buy
35,500
+3,300
+10% +$149K 0.12% 105
2021
Q3
$1.43M Sell
32,200
-5,800
-15% -$263K 0.12% 113
2021
Q2
$1.68M Buy
38,000
+14,200
+60% +$640K 0.13% 103
2021
Q1
$1.03M Buy
23,800
+800
+3% +$32.8K 0.09% 126
2020
Q4
$939K Buy
+23,000
New +$944K 0.08% 121
2020
Q2
Sell
-6,300
Closed -$240K 162
2020
Q1
$240K Sell
6,300
-2,200
-26% -$90.2K 0.03% 151
2019
Q4
$353K Buy
+8,500
New +$348K 0.03% 149
2019
Q3
Sell
-5,900
Closed -$233K 167
2019
Q2
$233K Sell
5,900
-2,300
-28% -$87K 0.02% 162
2019
Q1
$303K Sell
8,200
-17,900
-69% -$635K 0.03% 147
2018
Q4
$870K Buy
+26,100
New +$878K 0.1% 101
2018
Q3
Sell
-5,700
Closed -$184K 188
2018
Q2
$184K Buy
+5,700
New +$186K 0.02% 188

Other funds holding FTS

Cumberland Partners's FTS Position: Q1 2026 in Review

Cumberland Partners reduced its Fortis (FTS) stake by 6.4% in Q1 2026, selling an estimated $68.7K and leaving 18,150 shares worth $1.01M. The position accounts for 0.08% of the portfolio, ranked #130.

Cumberland Partners first reported a position in FTS in Q2 2018 and has held it in 28 quarters since. The position peaked at $1.72M in Q4 2021. 346 funds tracked by Wall St. Rank hold FTS as of Q1 2026.

  • Cumberland Partners held 18,150 shares of Fortis worth $1.01M as of Q1 2026.
  • Cumberland Partners sold 1,250 Fortis shares in Q1 2026, an estimated $68.7K.
  • Fortis made up 0.08% of Cumberland Partners's portfolio in Q1 2026, its #130 holding.
  • Cumberland Partners first reported a position in Fortis in Q2 2018 and has held it in 28 quarters since.
  • Cumberland Partners's Fortis position peaked at $1.72M in Q4 2021.
  • 346 funds tracked by Wall St. Rank held Fortis as of Q1 2026.

Based on Cumberland Partners's 13F filing for Q1 2026, filed 14 May 2026.