SHP Wealth Management’s Fortis FTS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.86K Hold
50
– – ﹤0.01% 1292
2026
Q1
$2.79K Buy
+50
New +$2.75K ﹤0.01% 1208

Other funds holding FTS

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

SHP Wealth Management held its Fortis (FTS) position steady in Q2 2026 at 50 shares worth $2.86K. The position accounts for ﹤0.01% of the portfolio, ranked #1292.

SHP Wealth Management first reported a position in FTS in Q1 2026 and has held it in 2 quarters since. 359 funds tracked by Wall St. Rank hold FTS as of Q2 2026.

  • SHP Wealth Management held 50 shares of Fortis worth $2.86K as of Q2 2026.
  • SHP Wealth Management left its Fortis share count unchanged in Q2 2026.
  • Fortis made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1292 holding.
  • SHP Wealth Management first reported a position in Fortis in Q1 2026 and has held it in 2 quarters since.
  • 359 funds tracked by Wall St. Rank held Fortis as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.