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NewSquare Capital’s FirstService FSV Stock Holding History

NewSquare Capital’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 		– Sell
-40
Closed -$6.99K – 570
2025
Q2 		$6.99K Buy
40
+36
+900% +$6.24K ﹤0.01% 733
2025
Q1 		$664 Buy
+4
New +$701 ﹤0.01% 977

Other funds holding FSV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

NewSquare Capital's FSV Position: Q3 2025 in Review

NewSquare Capital sold out of FirstService (FSV) in Q3 2025, closing a stake of 40 shares — an estimated $6.99K sold.

NewSquare Capital first reported a position in FSV in Q1 2025 and held it in 2 quarters. The position peaked at $6.99K in Q2 2025. 321 funds tracked by Wall St. Rank hold FSV as of Q3 2025.

  • NewSquare Capital reported no remaining FirstService position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 40 FirstService shares in Q3 2025, an estimated $6.99K.
  • NewSquare Capital first reported a position in FirstService in Q1 2025 and held it in 2 quarters.
  • NewSquare Capital's FirstService position peaked at $6.99K in Q2 2025.
  • 321 funds tracked by Wall St. Rank held FirstService as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.