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 Q2	$1.99M	Sell	14,000 -13,319	-49%	-$1.85M	2.75%	13
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 $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

Norwood Investment Partners's FSV Position: Q2 2026 in Review

Norwood Investment Partners reduced its FirstService (FSV) stake by 49% in Q2 2026, selling an estimated $1.85M and leaving 14,000 shares worth $1.99M. The position accounts for 2.75% of the portfolio, ranked #13.

Norwood Investment Partners first reported a position in FSV in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.22M in Q4 2025. 279 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

Norwood Investment Partners held 14,000 shares of FirstService worth $1.99M as of Q2 2026.
Norwood Investment Partners sold 13,319 FirstService shares in Q2 2026, an estimated $1.85M.
FirstService made up 2.75% of Norwood Investment Partners's portfolio in Q2 2026, its #13 holding.
Norwood Investment Partners first reported a position in FirstService in Q1 2025 and has held it in 6 quarters since.
Norwood Investment Partners's FirstService position peaked at $6.22M in Q4 2025.
279 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Norwood Investment Partners's 13F filing for Q2 2026, filed 12 Aug 2026.