Joel Greenblatt’s Fortis FTS Stock Holding History

Joel Greenblatt’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	–	Sell	-13,883	Closed	-$775K	–	1840
2026 Q1	$775K	Buy	+13,883	New	+$763K	﹤0.01%	1378
2024 Q4	–	Sell	-4,866	Closed	-$221K	–	1453
2024 Q3	$221K	Buy	+4,866	New	+$208K	﹤0.01%	1315
2024 Q2	–	Sell	-25,170	Closed	-$994K	–	1447
2024 Q1	$994K	Buy	25,170 +226	+0.9%	+$9K	0.02%	851
2023 Q4	$1.03M	Buy	24,944 +5,136	+26%	+$207K	0.02%	791
2023 Q3	$753K	Buy	19,808 +13,445	+211%	+$549K	0.02%	865
2023 Q2	$274K	Buy	+6,363	New	+$277K	0.01%	1147
2022 Q3	–	Sell	-15,761	Closed	-$745K	–	1202
2022 Q2	$745K	Buy	+15,761	New	+$773K	0.02%	664
2021 Q4	–	Sell	-10,946	Closed	-$485K	–	1176
2021 Q3	$485K	Buy	+10,946	New	+$496K	0.02%	675
2021 Q2	–	Sell	-4,679	Closed	-$203K	–	1035
2021 Q1	$203K	Buy	+4,679	New	+$192K	0.01%	949
2019 Q4	–	Sell	-34,584	Closed	-$1.46M	–	1141
2019 Q3	$1.46M	Buy	+34,584	New	+$1.41M	0.03%	508

Other funds holding FTS

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Joel Greenblatt's FTS Position: Q2 2026 in Review

Joel Greenblatt sold out of Fortis (FTS) in Q2 2026, closing a stake of 13,883 shares — an estimated $775K sold.

Joel Greenblatt first reported a position in FTS in Q3 2019 and held it in 10 quarters. The position peaked at $1.46M in Q3 2019. 357 funds tracked by Wall St. Rank hold FTS as of Q2 2026.

Joel Greenblatt reported no remaining Fortis position as of Q2 2026 after selling out during the quarter.
Joel Greenblatt sold 13,883 Fortis shares in Q2 2026, an estimated $775K.
Joel Greenblatt first reported a position in Fortis in Q3 2019 and held it in 10 quarters.
Joel Greenblatt's Fortis position peaked at $1.46M in Q3 2019.
357 funds tracked by Wall St. Rank held Fortis as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.