MAS
FSV icon

MPWM Advisory Solutions’s FirstService FSV Stock Holding History

MPWM Advisory Solutions’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
Q2 		– Sell
-2
Closed -$332 – 616
2025
Q1 		$332 Hold
2
– – ﹤0.01% 695
2024
Q4 		$362 Buy
+2
New +$374 ﹤0.01% 699

Other funds holding FSV

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

MPWM Advisory Solutions's FSV Position: Q2 2025 in Review

MPWM Advisory Solutions sold out of FirstService (FSV) in Q2 2025, closing a stake of 2 shares — an estimated $332 sold.

MPWM Advisory Solutions first reported a position in FSV in Q4 2024 and held it in 2 quarters. The position peaked at $362 in Q4 2024. 322 funds tracked by Wall St. Rank hold FSV as of Q2 2025.

  • MPWM Advisory Solutions reported no remaining FirstService position as of Q2 2025 after selling out during the quarter.
  • MPWM Advisory Solutions sold 2 FirstService shares in Q2 2025, an estimated $332.
  • MPWM Advisory Solutions first reported a position in FirstService in Q4 2024 and held it in 2 quarters.
  • MPWM Advisory Solutions's FirstService position peaked at $362 in Q4 2024.
  • 322 funds tracked by Wall St. Rank held FirstService as of Q2 2025.

Based on MPWM Advisory Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.