Cerity Partners
FSV icon

Cerity Partners’s FirstService FSV Stock Holding History

Cerity Partners’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
Q4 		– Sell
-1,758
Closed -$335K – 2930
2025
Q3 		$335K Sell
1,758
-80
-4% -$15.5K ﹤0.01% 2208
2025
Q2 		$321K Sell
1,838
-240
-12% -$41.6K ﹤0.01% 2121
2025
Q1 		$345K Sell
2,078
-172
-8% -$30.1K ﹤0.01% 1952
2024
Q4 		$408K Sell
2,250
-80
-3% -$15K ﹤0.01% 1884
2024
Q3 		$425K Buy
2,330
+261
+13% +$44.9K ﹤0.01% 1863
2024
Q2 		$315K Sell
2,069
-252
-11% -$38.1K ﹤0.01% 1789
2024
Q1 		$385K Buy
2,321
+268
+13% +$44.2K ﹤0.01% 1730
2023
Q4 		$333K Sell
2,053
-91
-4% -$13.8K ﹤0.01% 1457
2023
Q3 		$312K Buy
2,144
+423
+25% +$64.6K ﹤0.01% 1131
2023
Q2 		$265K Buy
1,721
+70
+4% +$10.2K ﹤0.01% 1435
2023
Q1 		$233K Buy
+1,651
New +$227K ﹤0.01% 1656

Other funds holding FSV

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Cerity Partners's FSV Position: Q4 2025 in Review

Cerity Partners sold out of FirstService (FSV) in Q4 2025, closing a stake of 1,758 shares — an estimated $335K sold.

Cerity Partners first reported a position in FSV in Q1 2023 and held it in 11 quarters. The position peaked at $425K in Q3 2024. 306 funds tracked by Wall St. Rank hold FSV as of Q4 2025.

  • Cerity Partners reported no remaining FirstService position as of Q4 2025 after selling out during the quarter.
  • Cerity Partners sold 1,758 FirstService shares in Q4 2025, an estimated $335K.
  • Cerity Partners first reported a position in FirstService in Q1 2023 and held it in 11 quarters.
  • Cerity Partners's FirstService position peaked at $425K in Q3 2024.
  • 306 funds tracked by Wall St. Rank held FirstService as of Q4 2025.

Based on Cerity Partners's 13F filing for Q4 2025, filed 11 Feb 2026.