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WELLINGTON-ALTUS USA INC.’s FirstService FSV Stock Holding History

WELLINGTON-ALTUS USA INC.’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 		$110K Hold
791
– – 0.08% 205
2026
Q1 		$112K Hold
791
– – 0.07% 232
2025
Q4 		$123K Buy
+791
New +$129K 0.09% 179

Other funds holding FSV

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Capital Management
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
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

WELLINGTON-ALTUS USA INC.'s FSV Position: Q2 2026 in Review

WELLINGTON-ALTUS USA INC. held its FirstService (FSV) position steady in Q2 2026 at 791 shares worth $110K. The position accounts for 0.08% of the portfolio, ranked #205.

WELLINGTON-ALTUS USA INC. first reported a position in FSV in Q4 2025 and has held it in 3 quarters since. The position peaked at $123K in Q4 2025. 280 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

  • WELLINGTON-ALTUS USA INC. held 791 shares of FirstService worth $110K as of Q2 2026.
  • WELLINGTON-ALTUS USA INC. left its FirstService share count unchanged in Q2 2026.
  • FirstService made up 0.08% of WELLINGTON-ALTUS USA INC.'s portfolio in Q2 2026, its #205 holding.
  • WELLINGTON-ALTUS USA INC. first reported a position in FirstService in Q4 2025 and has held it in 3 quarters since.
  • WELLINGTON-ALTUS USA INC.'s FirstService position peaked at $123K in Q4 2025.
  • 280 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on WELLINGTON-ALTUS USA INC.'s 13F filing for Q2 2026, filed 17 Sep 2026.