True Wealth Design’s Fortis FTS Stock Holding History

True Wealth Design’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	$16.7K	Sell	291 -9	-3%	-$508	﹤0.01%	879
2026 Q1	$16.7K	Buy	300 +160	+114%	+$8.79K	﹤0.01%	785
2025 Q4	$7.27K	Buy	140 +3	+2%	+$154	﹤0.01%	957
2025 Q3	$6.95K	Buy	137 +112	+448%	+$5.51K	﹤0.01%	960
2025 Q2	$1.19K	Buy	25 +1	+4%	+$48	﹤0.01%	1400
2025 Q1	$1.09K	Hold	24	–	–	﹤0.01%	1239
2024 Q4	$998	Buy	24 +3	+14%	+$131	﹤0.01%	943
2024 Q3	$955	Hold	21	–	–	﹤0.01%	985
2024 Q2	$816	Buy	21 +4	+24%	+$158	﹤0.01%	555
2024 Q1	$672	Buy	17 +7	+70%	+$279	﹤0.01%	558
2023 Q4	$412	Buy	10 +2	+25%	+$81	﹤0.01%	523
2023 Q3	$304	Hold	8	–	–	﹤0.01%	556
2023 Q2	$345	Hold	8	–	–	﹤0.01%	550
2023 Q1	$341	Hold	8	–	–	﹤0.01%	615
2022 Q4	$320	Buy	+8	New	+$314	﹤0.01%	569

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

True Wealth Design's FTS Position: Q2 2026 in Review

True Wealth Design reduced its Fortis (FTS) stake by 3% in Q2 2026, selling an estimated $508 and leaving 291 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #879.

True Wealth Design first reported a position in FTS in Q4 2022 and has held it in 15 quarters since. The position peaked at $16.7K in Q1 2026. 358 funds tracked by Wall St. Rank hold FTS as of Q2 2026.

True Wealth Design held 291 shares of Fortis worth $16.7K as of Q2 2026.
True Wealth Design sold 9 Fortis shares in Q2 2026, an estimated $508.
Fortis made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #879 holding.
True Wealth Design first reported a position in Fortis in Q4 2022 and has held it in 15 quarters since.
True Wealth Design's Fortis position peaked at $16.7K in Q1 2026.
358 funds tracked by Wall St. Rank held Fortis as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.