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Gitterman Wealth Management’s FirstService FSV Stock Holding History

Gitterman Wealth Management’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
Q3 		$327K Buy
1,715
+259
+18% +$50.1K 0.07% 78
2025
Q2 		$254K Buy
1,456
+12
+0.8% +$2.08K 0.06% 100
2025
Q1 		$240K Buy
1,444
+337
+30% +$59.1K 0.06% 97
2024
Q4 		$201K Buy
+1,107
New +$207K 0.08% 123

Other funds holding FSV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Gitterman Wealth Management's FSV Position: Q3 2025 in Review

Gitterman Wealth Management increased its FirstService (FSV) stake by 18% in Q3 2025, buying an estimated $50.1K and bringing the position to 1,715 shares worth $327K. The position accounts for 0.07% of the portfolio, ranked #78.

Gitterman Wealth Management first reported a position in FSV in Q4 2024 and has held it in 4 quarters since. 321 funds tracked by Wall St. Rank hold FSV as of Q3 2025.

  • Gitterman Wealth Management held 1,715 shares of FirstService worth $327K as of Q3 2025.
  • Gitterman Wealth Management bought 259 FirstService shares in Q3 2025, an estimated $50.1K.
  • FirstService made up 0.07% of Gitterman Wealth Management's portfolio in Q3 2025, its #78 holding.
  • Gitterman Wealth Management first reported a position in FirstService in Q4 2024 and has held it in 4 quarters since.
  • 321 funds tracked by Wall St. Rank held FirstService as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.