True Wealth Design
FTS icon

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
Q3 		$19.3K Buy
365
+74
+25% +$4.14K ﹤0.01% 841
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

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
QV Investors
QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return
Caledonia Investments plc (UK)
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return
Guardian Partners
Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return
Triasima Portfolio Management
Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return
Value Partners Investments
Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return

True Wealth Design's FTS Position: Q3 2026 in Review

True Wealth Design increased its Fortis (FTS) stake by 25% in Q3 2026, buying an estimated $4.14K and bringing the position to 365 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #841.

True Wealth Design first reported a position in FTS in Q4 2022 and has held it in 16 quarters since. 56 funds tracked by Wall St. Rank hold FTS as of Q3 2026.

  • True Wealth Design held 365 shares of Fortis worth $19.3K as of Q3 2026.
  • True Wealth Design bought 74 Fortis shares in Q3 2026, an estimated $4.14K.
  • Fortis made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #841 holding.
  • True Wealth Design first reported a position in Fortis in Q4 2022 and has held it in 16 quarters since.
  • 56 funds tracked by Wall St. Rank held Fortis as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.