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Mount Yale Investment Advisors’s FirstService FSV Stock Holding History

Mount Yale 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
2025
Q4 		– Sell
-1,087
Closed -$207K – 752
2025
Q3 		$207K Buy
+1,087
New +$210K 0.01% 623

Other funds holding FSV

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Mount Yale Investment Advisors's FSV Position: Q4 2025 in Review

Mount Yale Investment Advisors sold out of FirstService (FSV) in Q4 2025, closing a stake of 1,087 shares — an estimated $207K sold.

Mount Yale Investment Advisors first reported a position in FSV in Q3 2025 and held it in 1 quarter. The position peaked at $207K in Q3 2025. 306 funds tracked by Wall St. Rank hold FSV as of Q4 2025.

  • Mount Yale Investment Advisors reported no remaining FirstService position as of Q4 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,087 FirstService shares in Q4 2025, an estimated $207K.
  • Mount Yale Investment Advisors first reported a position in FirstService in Q3 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's FirstService position peaked at $207K in Q3 2025.
  • 306 funds tracked by Wall St. Rank held FirstService as of Q4 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.