Avidian Wealth Enterprises’s FirstService FSV Stock Holding History

Avidian Wealth Enterprises’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 Q3	–	Sell	-1,994	Closed	-$283K	–	768
2026 Q2	$283K	Buy	+1,994	New	+$277K	0.01%	611

Other funds holding FSV

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Avidian Wealth Enterprises's FSV Position: Q3 2026 in Review

Avidian Wealth Enterprises sold out of FirstService (FSV) in Q3 2026, closing a stake of 1,994 shares — an estimated $283K sold.

Avidian Wealth Enterprises first reported a position in FSV in Q2 2026 and held it in 1 quarter. The position peaked at $283K in Q2 2026. 6 funds tracked by Wall St. Rank hold FSV as of Q3 2026.

Avidian Wealth Enterprises reported no remaining FirstService position as of Q3 2026 after selling out during the quarter.
Avidian Wealth Enterprises sold 1,994 FirstService shares in Q3 2026, an estimated $283K.
Avidian Wealth Enterprises first reported a position in FirstService in Q2 2026 and held it in 1 quarter.
Avidian Wealth Enterprises's FirstService position peaked at $283K in Q2 2026.
6 funds tracked by Wall St. Rank held FirstService as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.