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Laird Norton Wetherby Wealth Management’s Fortis FTS Stock Holding History

Laird Norton Wetherby Wealth Management’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
2025
Q3 		$573K Sell
11,284
-737
-6% -$36.2K 0.02% 533
2025
Q2 		$574K Buy
+12,021
New +$573K 0.03% 521
2024
Q4 		$519K Sell
12,476
-2,019
-14% -$88.3K 0.02% 517
2024
Q3 		$659K Sell
14,495
-606
-4% -$25.9K 0.03% 473
2024
Q2 		$587K Sell
15,101
-292
-2% -$11.5K 0.03% 492
2024
Q1 		$608K Sell
15,393
-874
-5% -$34.8K 0.03% 501
2023
Q4 		$669K Sell
16,267
-2,294
-12% -$92.5K 0.03% 451
2023
Q3 		$705K Sell
18,561
-3,052
-14% -$125K 0.04% 421
2023
Q2 		$931K Sell
21,613
-2,643
-11% -$115K 0.05% 353
2023
Q1 		$1.03M Buy
24,256
+167
+0.7% +$6.83K 0.06% 328
2022
Q4 		$965K Buy
24,089
+6,459
+37% +$253K 0.06% 333
2022
Q3 		$670K Buy
17,630
+328
+2% +$14.8K 0.05% 390
2022
Q2 		$818K Buy
17,302
+3,197
+23% +$157K 0.06% 342
2022
Q1 		$698K Sell
14,105
-872
-6% -$40.9K 0.04% 411
2021
Q4 		$723K Buy
14,977
+514
+4% +$23.3K 0.04% 400
2021
Q3 		$641K Sell
14,463
-21
-0.1% -$951 0.04% 425
2021
Q2 		$641K Buy
14,484
+207
+1% +$9.33K 0.04% 425
2021
Q1 		$619K Sell
14,277
-360
-2% -$14.8K 0.05% 381
2020
Q4 		$598K Sell
14,637
-1,968
-12% -$80.8K 0.04% 410
2020
Q3 		$679K Buy
16,605
+786
+5% +$31.4K 0.06% 310
2020
Q2 		$602K Sell
15,819
-1,798
-10% -$68.6K 0.06% 319
2020
Q1 		$680K Sell
17,617
-511
-3% -$20.9K 0.08% 251
2019
Q4 		$753K Sell
18,128
-112
-0.6% -$4.58K 0.07% 286
2019
Q3 		$772K Buy
18,240
+2,694
+17% +$110K 0.08% 270
2019
Q2 		$614K Buy
15,546
+2,627
+20% +$99.3K 0.07% 329
2019
Q1 		$478K Buy
12,919
+191
+2% +$6.78K 0.06% 374
2018
Q4 		$424K Buy
12,728
+6,149
+93% +$207K 0.06% 374
2018
Q3 		$213K Buy
+6,579
New +$214K 0.03% 610

Other funds holding FTS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's FTS Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management reduced its Fortis (FTS) stake by 6.1% in Q3 2025, selling an estimated $36.2K and leaving 11,284 shares worth $573K. The position accounts for 0.02% of the portfolio, ranked #533.

Laird Norton Wetherby Wealth Management first reported a position in FTS in Q3 2018 and has held it in 28 quarters since. The position peaked at $1.03M in Q1 2023. 312 funds tracked by Wall St. Rank hold FTS as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 11,284 shares of Fortis worth $573K as of Q3 2025.
  • Laird Norton Wetherby Wealth Management sold 737 Fortis shares in Q3 2025, an estimated $36.2K.
  • Fortis made up 0.02% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #533 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Fortis in Q3 2018 and has held it in 28 quarters since.
  • Laird Norton Wetherby Wealth Management's Fortis position peaked at $1.03M in Q1 2023.
  • 312 funds tracked by Wall St. Rank held Fortis as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.