Northwestern Mutual Wealth Management’s FirstService FSV Stock Holding History

Northwestern Mutual 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	$10.5K	Buy	+74	New	+$10.3K	﹤0.01%	3104
2026 Q1	–	Sell	-38	Closed	-$5.91K	–	4254
2025 Q4	$5.91K	Buy	38 +31	+443%	+$5.04K	﹤0.01%	3171
2025 Q3	$1.33K	Buy	+7	New	+$1.35K	﹤0.01%	3481
2025 Q1	–	Sell	-49	Closed	-$8.87K	–	3767
2024 Q4	$8.87K	Buy	+49	New	+$9.16K	﹤0.01%	2787
2024 Q2	–	Sell	-21	Closed	-$3.48K	–	3611
2024 Q1	$3.48K	Sell	21 -14	-40%	-$2.31K	﹤0.01%	2944
2023 Q4	$5.67K	Buy	+35	New	+$5.29K	﹤0.01%	2831
2023 Q3	–	Sell	-11	Closed	-$1.7K	–	3371
2023 Q2	$1.7K	Buy	+11	New	+$1.6K	﹤0.01%	3013
2023 Q1	–	Sell	-35	Closed	-$4.29K	–	3448
2022 Q4	$4.29K	Buy	+35	New	+$4.33K	﹤0.01%	2768
2020 Q4	–	Sell	-130	Closed	-$17K	–	2756
2020 Q3	$17K	Buy	+130	New	+$15.3K	﹤0.01%	1847
2016 Q2	–	Sell	-55	Closed	-$2K	–	2115
2016 Q1	$2K	Buy	55 +18	+49%	+$683	﹤0.01%	1884
2015 Q4	$1K	Buy	+37	New	+$1.36K	﹤0.01%	1501

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

Northwestern Mutual Wealth Management's FSV Position: Q2 2026 in Review

Northwestern Mutual Wealth Management opened a new position in FirstService (FSV) in Q2 2026: 74 shares worth $10.5K. The stake represents ﹤0.01% of the portfolio and ranks #3104 among its holdings. This is a return to the name: Northwestern Mutual Wealth Management previously reported a position in FSV as recently as Q4 2025.

Northwestern Mutual Wealth Management first reported a position in FSV in Q4 2015 and has held it in 11 quarters since. The position peaked at $17K in Q3 2020. 279 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

Northwestern Mutual Wealth Management held 74 shares of FirstService worth $10.5K as of Q2 2026.
FirstService was a new Northwestern Mutual Wealth Management position in Q2 2026.
FirstService made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #3104 holding.
Northwestern Mutual Wealth Management first reported a position in FirstService in Q4 2015 and has held it in 11 quarters since.
Northwestern Mutual Wealth Management's FirstService position peaked at $17K in Q3 2020.
279 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.