GHP Investment Advisors’s FirstService FSV Stock Holding History

GHP Investment Advisors’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	$60.1K	Buy	423 +1	+0.2%	+$139	﹤0.01%	542
2026 Q1	$58.6K	Buy	422 +1	+0.2%	+$152	﹤0.01%	524
2025 Q4	$65.6K	Hold	421	–	–	﹤0.01%	495
2025 Q3	$80.2K	Buy	421 +1	+0.2%	+$193	﹤0.01%	470
2025 Q2	$73.4K	Hold	420	–	–	﹤0.01%	473
2025 Q1	$69.7K	Buy	420 +1	+0.2%	+$175	﹤0.01%	466
2024 Q4	$75.9K	Hold	419	–	–	﹤0.01%	465
2024 Q3	$76.4K	Buy	419 +1	+0.2%	+$172	﹤0.01%	468
2024 Q2	$63.7K	Hold	418	–	–	﹤0.01%	477
2024 Q1	$69.2K	Buy	418 +1	+0.2%	+$165	﹤0.01%	472
2023 Q4	$67.6K	Hold	417	–	–	﹤0.01%	462
2023 Q3	$59.6K	Hold	417	–	–	﹤0.01%	476
2023 Q2	$64.6K	Buy	417 +1	+0.2%	+$145	﹤0.01%	469
2023 Q1	$58.6K	Buy	416 +1	+0.2%	+$138	﹤0.01%	477
2022 Q4	$50.9K	Buy	415 +1	+0.2%	+$124	﹤0.01%	487
2022 Q3	$49K	Hold	414	–	–	﹤0.01%	487
2022 Q2	$50K	Buy	414 +1	+0.2%	+$126	﹤0.01%	481
2022 Q1	$60K	Buy	+413	New	+$62.8K	﹤0.01%	473

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Jupiter Topco New York $245B AUM

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 New York $150B AUM 40.08% 1-Year Est. Return

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

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

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

GHP Investment Advisors's FSV Position: Q2 2026 in Review

GHP Investment Advisors increased its FirstService (FSV) stake by 0.24% in Q2 2026, buying an estimated $139 and bringing the position to 423 shares worth $60.1K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

GHP Investment Advisors first reported a position in FSV in Q1 2022 and has held it in 18 quarters since. The position peaked at $80.2K in Q3 2025. 279 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

GHP Investment Advisors held 423 shares of FirstService worth $60.1K as of Q2 2026.
GHP Investment Advisors bought 1 FirstService share in Q2 2026, an estimated $139.
FirstService made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #542 holding.
GHP Investment Advisors first reported a position in FirstService in Q1 2022 and has held it in 18 quarters since.
GHP Investment Advisors's FirstService position peaked at $80.2K in Q3 2025.
279 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.