Laird Norton Wetherby Wealth Management’s FirstService FSV Stock Holding History

Laird Norton Wetherby 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	$535K	Buy	2,810 +51	+2%	+$9.87K	0.02%	561
2025 Q2	$482K	Buy	+2,759	New	+$478K	0.02%	576
2024 Q4	$504K	Buy	2,784 +8	+0.3%	+$1.5K	0.02%	525
2024 Q3	$507K	Sell	2,776 -70	-2%	-$12K	0.02%	557
2024 Q2	$434K	Sell	2,846 -15	-0.5%	-$2.27K	0.02%	586
2024 Q1	$474K	Hold	2,861	–	–	0.02%	577
2023 Q4	$464K	Buy	2,861 +13	+0.5%	+$1.97K	0.02%	573
2023 Q3	$414K	Buy	2,848 +32	+1%	+$4.89K	0.02%	584
2023 Q2	$434K	Buy	2,816 +32	+1%	+$4.65K	0.02%	587
2023 Q1	$393K	Hold	2,784	–	–	0.02%	618
2022 Q4	$341K	Hold	2,784	–	–	0.02%	642
2022 Q3	$331K	Hold	2,784	–	–	0.02%	621
2022 Q2	$337K	Hold	2,784	–	–	0.02%	637
2022 Q1	$403K	Sell	2,784 -7	-0.3%	-$1.06K	0.02%	584
2021 Q4	$548K	Sell	2,791 -3	-0.1%	-$579	0.03%	488
2021 Q3	$504K	Sell	2,794 -7	-0.2%	-$1.29K	0.03%	508
2021 Q2	$480K	Hold	2,801	–	–	0.03%	527
2021 Q1	$415K	Sell	2,801 -40	-1%	-$5.83K	0.03%	502
2020 Q4	$389K	Sell	2,841 -136	-5%	-$18.3K	0.03%	546
2020 Q3	$392K	Sell	2,977 -123	-4%	-$14.5K	0.03%	434
2020 Q2	$312K	Hold	3,100	–	–	0.03%	496
2020 Q1	$239K	Hold	3,100	–	–	0.03%	521
2019 Q4	$288K	Hold	3,100	–	–	0.03%	550
2019 Q3	$318K	Hold	3,100	–	–	0.03%	531
2019 Q2	$297K	Hold	3,100	–	–	0.03%	537
2019 Q1	$277K	Sell	3,100 -72	-2%	-$5.92K	0.03%	536
2018 Q4	$217K	Hold	3,172	–	–	0.03%	562
2018 Q3	$269K	Hold	3,172	–	–	0.03%	529
2018 Q2	$241K	Hold	3,172	–	–	0.03%	538
2018 Q1	$232K	Hold	3,172	–	–	0.03%	558
2017 Q4	$222K	Sell	3,172 -90	-3%	-$6.2K	0.03%	569
2017 Q3	$214K	Hold	3,262	–	–	0.03%	547
2017 Q2	$209K	Buy	+3,262	New	+$202K	0.04%	517

Other funds holding FSV

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 Hamilton, Bermuda $139B AUM 29.06% 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

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 Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

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

Laird Norton Wetherby Wealth Management's FSV Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its FirstService (FSV) stake by 1.8% in Q3 2025, buying an estimated $9.87K and bringing the position to 2,810 shares worth $535K. The position accounts for 0.02% of the portfolio, ranked #561.

Laird Norton Wetherby Wealth Management first reported a position in FSV in Q2 2017 and has held it in 33 quarters since. The position peaked at $548K in Q4 2021. 321 funds tracked by Wall St. Rank hold FSV as of Q3 2025.

Laird Norton Wetherby Wealth Management held 2,810 shares of FirstService worth $535K as of Q3 2025.
Laird Norton Wetherby Wealth Management bought 51 FirstService shares in Q3 2025, an estimated $9.87K.
FirstService made up 0.02% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #561 holding.
Laird Norton Wetherby Wealth Management first reported a position in FirstService in Q2 2017 and has held it in 33 quarters since.
Laird Norton Wetherby Wealth Management's FirstService position peaked at $548K in Q4 2021.
321 funds tracked by Wall St. Rank held FirstService as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.