Fortis Group Advisors’s Brookfield Business Partners BBU Stock Holding History

Fortis Group Advisors’s Portfolio BBU Stock Details BBU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-4	Closed	-$141	–	584
2025 Q4	$141	Hold	4	–	–	﹤0.01%	559
2025 Q3	$130	Hold	4	–	–	﹤0.01%	516
2025 Q2	$104	Hold	4	–	–	﹤0.01%	509
2025 Q1	$94	Hold	4	–	–	﹤0.01%	480
2024 Q4	$94	Hold	4	–	–	﹤0.01%	489
2024 Q3	$93	Hold	4	–	–	﹤0.01%	483
2024 Q2	$75	Hold	4	–	–	﹤0.01%	487
2024 Q1	$88	Sell	4 -4	-50%	-$86	﹤0.01%	498
2023 Q4	$164	Buy	8 +4	+100%	+$64	﹤0.01%	439
2023 Q3	$61	Buy	+4	New	+$67	﹤0.01%	440
2020 Q3	$0	Buy	+6	New	+$117	﹤0.01%	444

Other funds holding BBU

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Fortis Group Advisors's BBU Position: Q1 2026 in Review

Fortis Group Advisors sold out of Brookfield Business Partners (BBU) in Q1 2026, closing a stake of 4 shares — an estimated $141 sold.

Fortis Group Advisors first reported a position in BBU in Q3 2020 and held it in 11 quarters. The position peaked at $164 in Q4 2023. 2 funds tracked by Wall St. Rank hold BBU as of Q1 2026.

Fortis Group Advisors reported no remaining Brookfield Business Partners position as of Q1 2026 after selling out during the quarter.
Fortis Group Advisors sold 4 Brookfield Business Partners shares in Q1 2026, an estimated $141.
Fortis Group Advisors first reported a position in Brookfield Business Partners in Q3 2020 and held it in 11 quarters.
Fortis Group Advisors's Brookfield Business Partners position peaked at $164 in Q4 2023.
2 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q1 2026.

Based on Fortis Group Advisors's 13F filing for Q1 2026, filed 8 May 2026.