Apollon Wealth Management’s FirstService FSV Stock Holding History

Apollon Wealth Management’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
2026 Q2	$1.3M	Buy	+9,167	New	+$1.27M	0.02%	630
2026 Q1	–	Sell	-1,378	Closed	-$214K	–	1430
2025 Q4	$214K	Sell	1,378 -143	-9%	-$23.3K	﹤0.01%	1201
2025 Q3	$290K	Sell	1,521 -3	-0.2%	-$580	0.01%	1059
2025 Q2	$266K	Sell	1,524 -59	-4%	-$10.2K	0.01%	1055
2025 Q1	$263K	Sell	1,583 -177	-10%	-$31K	0.01%	1003
2024 Q4	$319K	Sell	1,760 -267	-13%	-$49.9K	0.01%	919
2024 Q3	$370K	Sell	2,027 -198	-9%	-$34K	0.01%	835
2024 Q2	$339K	Sell	2,225 -1,364	-38%	-$206K	0.01%	810
2024 Q1	$595K	Sell	3,589 -1,568	-30%	-$259K	0.02%	634
2023 Q4	$836K	Buy	+5,157	New	+$780K	0.03%	509

Other funds holding FSV

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

CCA

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Apollon Wealth Management's FSV Position: Q2 2026 in Review

Apollon Wealth Management opened a new position in FirstService (FSV) in Q2 2026: 9,167 shares worth $1.3M. The stake represents 0.02% of the portfolio and ranks #630 among its holdings. This is a return to the name: Apollon Wealth Management previously reported a position in FSV as recently as Q4 2025.

Apollon Wealth Management first reported a position in FSV in Q4 2023 and has held it in 10 quarters since. 279 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

Apollon Wealth Management held 9,167 shares of FirstService worth $1.3M as of Q2 2026.
FirstService was a new Apollon Wealth Management position in Q2 2026.
FirstService made up 0.02% of Apollon Wealth Management's portfolio in Q2 2026, its #630 holding.
Apollon Wealth Management first reported a position in FirstService in Q4 2023 and has held it in 10 quarters since.
279 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.