Motley Fool Wealth Management’s FirstService FSV Stock Holding History

Motley Fool 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
2026 Q2	–	Sell	-15,370	Closed	-$2.14M	–	52
2026 Q1	$2.14M	Sell	15,370 -5,402	-26%	-$822K	0.24%	101
2025 Q4	$3.23M	Sell	20,772 -5,208	-20%	-$847K	0.25%	99
2025 Q3	$4.95M	Sell	25,980 -3,590	-12%	-$695K	0.34%	91
2025 Q2	$5.16M	Buy	+29,570	New	+$5.12M	0.31%	96

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

Motley Fool Wealth Management's FSV Position: Q2 2026 in Review

Motley Fool Wealth Management sold out of FirstService (FSV) in Q2 2026, closing a stake of 15,370 shares — an estimated $2.14M sold.

Motley Fool Wealth Management first reported a position in FSV in Q2 2025 and held it in 4 quarters. The position peaked at $5.16M in Q2 2025. 279 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

Motley Fool Wealth Management reported no remaining FirstService position as of Q2 2026 after selling out during the quarter.
Motley Fool Wealth Management sold 15,370 FirstService shares in Q2 2026, an estimated $2.14M.
Motley Fool Wealth Management first reported a position in FirstService in Q2 2025 and held it in 4 quarters.
Motley Fool Wealth Management's FirstService position peaked at $5.16M in Q2 2025.
279 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Motley Fool Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.