Continuum Advisory’s FirstService FSV Stock Holding History

Continuum Advisory’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 Q2	–	Sell	-11	Closed	-$1.82K	–	821
2025 Q1	$1.82K	Buy	11 +2	+22%	+$350	﹤0.01%	1370
2024 Q4	$1.63K	Sell	9 -1	-10%	-$187	﹤0.01%	1484
2024 Q3	$1.85K	Hold	10	–	–	﹤0.01%	1460
2024 Q2	$1.52K	Sell	10 -3	-23%	-$453	﹤0.01%	1372
2024 Q1	$1.97K	Buy	+13	New	+$2.15K	﹤0.01%	1305

Other funds holding FSV

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

OAG

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

CCA

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Continuum Advisory's FSV Position: Q2 2025 in Review

Continuum Advisory sold out of FirstService (FSV) in Q2 2025, closing a stake of 11 shares — an estimated $1.82K sold.

Continuum Advisory first reported a position in FSV in Q1 2024 and held it in 5 quarters. The position peaked at $1.97K in Q1 2024. 322 funds tracked by Wall St. Rank hold FSV as of Q2 2025.

Continuum Advisory reported no remaining FirstService position as of Q2 2025 after selling out during the quarter.
Continuum Advisory sold 11 FirstService shares in Q2 2025, an estimated $1.82K.
Continuum Advisory first reported a position in FirstService in Q1 2024 and held it in 5 quarters.
Continuum Advisory's FirstService position peaked at $1.97K in Q1 2024.
322 funds tracked by Wall St. Rank held FirstService as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.