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EverSource Wealth Advisors’s Fortis FTS Stock Holding History

EverSource Wealth Advisors’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 		$192K Sell
3,350
-1,308
-28% -$73.8K 0.01% 1022
2026
Q1 		$260K Buy
4,658
+1,355
+41% +$74.4K 0.01% 914
2025
Q4 		$172K Sell
3,303
-14
-0.4% -$718 0.01% 1021
2025
Q3 		$168K Buy
3,317
+415
+14% +$20.4K 0.01% 999
2025
Q2 		$139K Buy
2,902
+1,732
+148% +$82.5K 0.01% 1036
2025
Q1 		$53.3K Buy
1,170
+230
+24% +$10K ﹤0.01% 1208
2024
Q4 		$39.1K Buy
940
+15
+2% +$656 ﹤0.01% 1295
2024
Q3 		$42K Buy
925
+143
+18% +$6.11K ﹤0.01% 1138
2024
Q2 		$32.7K Buy
782
+116
+17% +$4.58K ﹤0.01% 1289
2024
Q1 		$26.2K Buy
666
+368
+123% +$14.7K ﹤0.01% 1241
2023
Q4 		$12.3K Buy
298
+126
+73% +$5.08K ﹤0.01% 1472
2023
Q3 		$6.53K Hold
172
– – ﹤0.01% 1586
2023
Q2 		$7.41K Hold
172
– – ﹤0.01% 1572
2023
Q1 		$7.32K Hold
172
– – ﹤0.01% 1501
2022
Q4 		$6.89K Buy
+172
New +$6.74K ﹤0.01% 1477
2022
Q2 		– Sell
-56
Closed -$3K – 1774
2022
Q1 		$3K Hold
56
– – ﹤0.01% 1415
2021
Q4 		$3K Buy
+56
New +$2.54K ﹤0.01% 1421

Other funds holding FTS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

EverSource Wealth Advisors's FTS Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Fortis (FTS) stake by 28% in Q2 2026, selling an estimated $73.8K and leaving 3,350 shares worth $192K. The position accounts for 0.01% of the portfolio, ranked #1022.

EverSource Wealth Advisors first reported a position in FTS in Q4 2021 and has held it in 17 quarters since. The position peaked at $260K in Q1 2026. 357 funds tracked by Wall St. Rank hold FTS as of Q2 2026.

  • EverSource Wealth Advisors held 3,350 shares of Fortis worth $192K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,308 Fortis shares in Q2 2026, an estimated $73.8K.
  • Fortis made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1022 holding.
  • EverSource Wealth Advisors first reported a position in Fortis in Q4 2021 and has held it in 17 quarters since.
  • EverSource Wealth Advisors's Fortis position peaked at $260K in Q1 2026.
  • 357 funds tracked by Wall St. Rank held Fortis as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.