MWM
FTS icon

Meridian Wealth Management’s Fortis FTS Stock Holding History

Meridian 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
2026
Q2 		$378K Buy
+6,602
New +$372K 0.01% 620
2022
Q3 		– Sell
-13,705
Closed -$674K – 520
2022
Q2 		$674K Buy
+13,705
New +$672K 0.06% 289

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

Meridian Wealth Management's FTS Position: Q2 2026 in Review

Meridian Wealth Management opened a new position in Fortis (FTS) in Q2 2026: 6,602 shares worth $378K. The stake represents 0.01% of the portfolio and ranks #620 among its holdings. This is a return to the name: Meridian Wealth Management previously reported a position in FTS as recently as Q2 2022.

Meridian Wealth Management first reported a position in FTS in Q2 2022 and has held it in 2 quarters since. The position peaked at $674K in Q2 2022. 358 funds tracked by Wall St. Rank hold FTS as of Q2 2026.

  • Meridian Wealth Management held 6,602 shares of Fortis worth $378K as of Q2 2026.
  • Fortis was a new Meridian Wealth Management position in Q2 2026.
  • Fortis made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #620 holding.
  • Meridian Wealth Management first reported a position in Fortis in Q2 2022 and has held it in 2 quarters since.
  • Meridian Wealth Management's Fortis position peaked at $674K in Q2 2022.
  • 358 funds tracked by Wall St. Rank held Fortis as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.