Focus Partners Wealth
FSV icon

Focus Partners Wealth’s FirstService FSV Stock Holding History

Focus Partners Wealth’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
-176,141
Closed -$29.2M – 2079
2025
Q1 		$29.2M Buy
176,141
+19,895
+13% +$3.49M 0.07% 255
2024
Q4 		$28.3M Sell
156,246
-416,477
-73% -$77.9M 0.07% 248
2024
Q3 		$27M Buy
572,723
+417,969
+270% +$71.8M 0.09% 233
2024
Q2 		$23.6M Buy
+154,754
New +$23.4M 0.08% 224

Other funds holding FSV

DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Focus Partners Wealth's FSV Position: Q2 2025 in Review

Focus Partners Wealth sold out of FirstService (FSV) in Q2 2025, closing a stake of 176,141 shares — an estimated $29.2M sold.

Focus Partners Wealth first reported a position in FSV in Q2 2024 and held it in 4 quarters. The position peaked at $29.2M in Q1 2025. 322 funds tracked by Wall St. Rank hold FSV as of Q2 2025.

  • Focus Partners Wealth reported no remaining FirstService position as of Q2 2025 after selling out during the quarter.
  • Focus Partners Wealth sold 176,141 FirstService shares in Q2 2025, an estimated $29.2M.
  • Focus Partners Wealth first reported a position in FirstService in Q2 2024 and held it in 4 quarters.
  • Focus Partners Wealth's FirstService position peaked at $29.2M in Q1 2025.
  • 322 funds tracked by Wall St. Rank held FirstService as of Q2 2025.

Based on Focus Partners Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.