Norwood Investment Partners’s FirstService FSV Stock Holding History

Norwood Investment Partners’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 Q1	$3.8M	Sell	27,319 -12,681	-32%	-$1.93M	5.84%	8
2025 Q4	$6.22M	Buy	40,000 +20,000	+100%	+$3.25M	7%	5
2025 Q3	$3.81M	Sell	20,000 -8,877	-31%	-$1.72M	3.28%	12
2025 Q2	$5.04M	Buy	28,877 +15,737	+120%	+$2.73M	3.78%	12
2025 Q1	$2.18M	Buy	+13,140	New	+$2.3M	1.95%	14

Other funds holding FSV

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norwood Investment Partners's FSV Position: Q1 2026 in Review

Norwood Investment Partners reduced its FirstService (FSV) stake by 32% in Q1 2026, selling an estimated $1.93M and leaving 27,319 shares worth $3.8M. The position accounts for 5.84% of the portfolio, ranked #8.

Norwood Investment Partners first reported a position in FSV in Q1 2025 and has held it in 5 quarters since. The position peaked at $6.22M in Q4 2025. 298 funds tracked by Wall St. Rank hold FSV as of Q1 2026.

Norwood Investment Partners held 27,319 shares of FirstService worth $3.8M as of Q1 2026.
Norwood Investment Partners sold 12,681 FirstService shares in Q1 2026, an estimated $1.93M.
FirstService made up 5.84% of Norwood Investment Partners's portfolio in Q1 2026, its #8 holding.
Norwood Investment Partners first reported a position in FirstService in Q1 2025 and has held it in 5 quarters since.
Norwood Investment Partners's FirstService position peaked at $6.22M in Q4 2025.
298 funds tracked by Wall St. Rank held FirstService as of Q1 2026.

Based on Norwood Investment Partners's 13F filing for Q1 2026, filed 14 May 2026.