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Richard C. Young & Co’s Fortis FTS Stock Holding History

Richard C. Young & Co’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 		$7.43M Sell
129,834
-1,494
-1% -$84.3K 0.55% 51
2026
Q1 		$7.33M Sell
131,328
-2,909
-2% -$160K 0.61% 52
2025
Q4 		$6.97M Sell
134,237
-3,608
-3% -$185K 0.62% 53
2025
Q3 		$6.99M Sell
137,845
-4,083
-3% -$201K 0.65% 54
2025
Q2 		$6.77M Sell
141,928
-1,049
-0.7% -$50K 0.67% 55
2025
Q1 		$6.52M Sell
142,977
-13,887
-9% -$604K 0.7% 56
2024
Q4 		$6.52M Sell
156,864
-7,644
-5% -$334K 0.71% 55
2024
Q3 		$7.48M Sell
164,508
-110,519
-40% -$4.72M 0.82% 55
2024
Q2 		$10.7M Sell
275,027
-15,202
-5% -$600K 1.3% 40
2024
Q1 		$11.5M Sell
290,229
-3,963
-1% -$158K 1.44% 38
2023
Q4 		$12.1M Buy
294,192
+3,011
+1% +$121K 1.62% 30
2023
Q3 		$11.1M Buy
291,181
+3,629
+1% +$148K 1.58% 32
2023
Q2 		$12.4M Buy
287,552
+4,501
+2% +$196K 1.7% 27
2023
Q1 		$12M Sell
283,051
-574
-0.2% -$23.5K 1.66% 30
2022
Q4 		$11.4M Buy
283,625
+1,375
+0.5% +$53.9K 1.51% 30
2022
Q3 		$10.7M Buy
282,250
+542
+0.2% +$24.5K 1.64% 24
2022
Q2 		$13.3M Buy
281,708
+2,380
+0.9% +$117K 1.73% 22
2022
Q1 		$13.8M Buy
279,328
+2,539
+0.9% +$119K 1.77% 21
2021
Q4 		$13.4M Buy
276,789
+5,490
+2% +$249K 1.68% 23
2021
Q3 		$12M Buy
271,299
+1,122
+0.4% +$50.8K 1.65% 27
2021
Q2 		$11.9M Buy
270,177
+8,392
+3% +$378K 1.52% 29
2021
Q1 		$11.4M Buy
261,785
+14,357
+6% +$588K 1.51% 30
2020
Q4 		$10.1M Buy
247,428
+9,282
+4% +$381K 1.54% 30
2020
Q3 		$9.73M Buy
238,146
+8,367
+4% +$334K 1.57% 26
2020
Q2 		$8.75M Sell
229,779
-2,948
-1% -$112K 1.46% 30
2020
Q1 		$8.97M Buy
232,727
+8,244
+4% +$338K 1.74% 25
2019
Q4 		$9.32M Buy
224,483
+10,800
+5% +$442K 1.55% 29
2019
Q3 		$9.04M Buy
213,683
+7,912
+4% +$323K 1.63% 28
2019
Q2 		$8.12M Buy
205,771
+22,090
+12% +$835K 1.54% 32
2019
Q1 		$6.79M Buy
183,681
+8,772
+5% +$311K 1.3% 34
2018
Q4 		$5.83M Buy
174,909
+1,727
+1% +$58.1K 1.25% 29
2018
Q3 		$5.62M Buy
173,182
+5,442
+3% +$177K 1.07% 36
2018
Q2 		$5.35M Buy
167,740
+525
+0.3% +$17.1K 1.08% 37
2018
Q1 		$5.65M Buy
+167,215
New +$5.67M 1.12% 35

Other funds holding FTS

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
TPM
Triasima Portfolio Management Montreal, Quebec, Canada $740M AUM 69.74% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Richard C. Young & Co's FTS Position: Q2 2026 in Review

Richard C. Young & Co reduced its Fortis (FTS) stake by 1.1% in Q2 2026, selling an estimated $84.3K and leaving 129,834 shares worth $7.43M. The position accounts for 0.55% of the portfolio, ranked #51.

Richard C. Young & Co first reported a position in FTS in Q1 2018 and has held it in 34 quarters since. The position peaked at $13.8M in Q1 2022. 81 funds tracked by Wall St. Rank hold FTS as of Q2 2026.

  • Richard C. Young & Co held 129,834 shares of Fortis worth $7.43M as of Q2 2026.
  • Richard C. Young & Co sold 1,494 Fortis shares in Q2 2026, an estimated $84.3K.
  • Fortis made up 0.55% of Richard C. Young & Co's portfolio in Q2 2026, its #51 holding.
  • Richard C. Young & Co first reported a position in Fortis in Q1 2018 and has held it in 34 quarters since.
  • Richard C. Young & Co's Fortis position peaked at $13.8M in Q1 2022.
  • 81 funds tracked by Wall St. Rank held Fortis as of Q2 2026.

Based on Richard C. Young & Co's 13F filing for Q2 2026, filed 28 Jul 2026.