Carson Wealth (CWM LLC)’s FirstService FSV Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	$695	Buy	5 +4	+400%	+$609	﹤0.01%	5444
2025 Q4	$0	Buy	+1	New	+$163	﹤0.01%	5451
2024 Q2	–	Sell	-2	Closed	–	–	4704
2024 Q1	$0	Buy	+2	New	+$330	﹤0.01%	4463
2023 Q3	–	Sell	-26	Closed	-$4K	–	4293
2023 Q2	$4K	Hold	26	–	–	﹤0.01%	3523
2023 Q1	$4K	Sell	26 -63	-71%	-$8.68K	﹤0.01%	3384
2022 Q4	$11K	Buy	+89	New	+$11K	﹤0.01%	2746

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

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC)'s FSV Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its FirstService (FSV) stake by 400% in Q1 2026, buying an estimated $609 and bringing the position to 5 shares worth $695. The position accounts for ﹤0.01% of the portfolio, ranked #5444.

Carson Wealth (CWM LLC) first reported a position in FSV in Q4 2022 and has held it in 6 quarters since. The position peaked at $11K in Q4 2022. 299 funds tracked by Wall St. Rank hold FSV as of Q1 2026.

Carson Wealth (CWM LLC) held 5 shares of FirstService worth $695 as of Q1 2026.
Carson Wealth (CWM LLC) bought 4 FirstService shares in Q1 2026, an estimated $609.
FirstService made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5444 holding.
Carson Wealth (CWM LLC) first reported a position in FirstService in Q4 2022 and has held it in 6 quarters since.
Carson Wealth (CWM LLC)'s FirstService position peaked at $11K in Q4 2022.
299 funds tracked by Wall St. Rank held FirstService as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.