Marco Investment Management’s FirstService FSV Stock Holding History

Marco Investment 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
2026 Q2	$300K	Buy	2,110 +175	+9%	+$24.3K	0.02%	195
2026 Q1	$269K	Buy	1,935 +540	+39%	+$82.2K	0.02%	193
2025 Q4	$217K	Hold	1,395	–	–	0.02%	215
2025 Q3	$266K	Sell	1,395 -115	-8%	-$22.3K	0.02%	184
2025 Q2	$264K	Hold	1,510	–	–	0.02%	184
2025 Q1	$251K	Hold	1,510	–	–	0.02%	184
2024 Q4	$273K	Hold	1,510	–	–	0.02%	178
2024 Q3	$276K	Hold	1,510	–	–	0.02%	176
2024 Q2	$230K	Hold	1,510	–	–	0.02%	193
2024 Q1	$250K	Hold	1,510	–	–	0.02%	190
2023 Q4	$245K	Hold	1,510	–	–	0.03%	185
2023 Q3	$220K	Hold	1,510	–	–	0.03%	179
2023 Q2	$233K	Hold	1,510	–	–	0.03%	179
2023 Q1	$213K	Buy	+1,510	New	+$208K	0.02%	187
2022 Q2	–	Sell	-1,430	Closed	-$207K	–	201
2022 Q1	$207K	Hold	1,430	–	–	0.02%	199
2021 Q4	$281K	Hold	1,430	–	–	0.03%	185
2021 Q3	$258K	Hold	1,430	–	–	0.03%	187
2021 Q2	$245K	Sell	1,430 -50	-3%	-$8.21K	0.03%	182
2021 Q1	$219K	Sell	1,480 -300	-17%	-$43.7K	0.03%	183
2020 Q4	$243K	Hold	1,780	–	–	0.03%	175
2020 Q3	$235K	Buy	+1,780	New	+$210K	0.04%	155

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

Marco Investment Management's FSV Position: Q2 2026 in Review

Marco Investment Management increased its FirstService (FSV) stake by 9% in Q2 2026, buying an estimated $24.3K and bringing the position to 2,110 shares worth $300K. The position accounts for 0.02% of the portfolio, ranked #195.

Marco Investment Management first reported a position in FSV in Q3 2020 and has held it in 21 quarters since. 279 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

Marco Investment Management held 2,110 shares of FirstService worth $300K as of Q2 2026.
Marco Investment Management bought 175 FirstService shares in Q2 2026, an estimated $24.3K.
FirstService made up 0.02% of Marco Investment Management's portfolio in Q2 2026, its #195 holding.
Marco Investment Management first reported a position in FirstService in Q3 2020 and has held it in 21 quarters since.
279 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Marco Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.