Amica Retiree Medical Trust’s FirstService FSV Stock Holding History

Amica Retiree Medical Trust’s Portfolio FSV Stock Details FSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$152K	Hold	800	–	–	0.21%	88
2025 Q2	$140K	Hold	800	–	–	0.2%	87
2025 Q1	$133K	Sell	800 -365	-31%	-$64K	0.2%	89
2024 Q4	$211K	Hold	1,165	–	–	0.2%	86
2024 Q3	$213K	Buy	+1,165	New	+$200K	0.18%	85

Other funds holding FSV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Amica Retiree Medical Trust's FSV Position: Q3 2025 in Review

Amica Retiree Medical Trust held its FirstService (FSV) position steady in Q3 2025 at 800 shares worth $152K. The position accounts for 0.21% of the portfolio, ranked #88.

Amica Retiree Medical Trust first reported a position in FSV in Q3 2024 and has held it in 5 quarters since. The position peaked at $213K in Q3 2024. 321 funds tracked by Wall St. Rank hold FSV as of Q3 2025.

Amica Retiree Medical Trust held 800 shares of FirstService worth $152K as of Q3 2025.
Amica Retiree Medical Trust left its FirstService share count unchanged in Q3 2025.
FirstService made up 0.21% of Amica Retiree Medical Trust's portfolio in Q3 2025, its #88 holding.
Amica Retiree Medical Trust first reported a position in FirstService in Q3 2024 and has held it in 5 quarters since.
Amica Retiree Medical Trust's FirstService position peaked at $213K in Q3 2024.
321 funds tracked by Wall St. Rank held FirstService as of Q3 2025.

Based on Amica Retiree Medical Trust's 13F filing for Q3 2025, filed 7 Nov 2025.