Polen Capital Management
FSV icon

Polen Capital Management’s FirstService FSV Stock Holding History

Polen Capital 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
2025
Q3 		– Sell
-2,247
Closed -$392K – 249
2025
Q2 		$392K Sell
2,247
-27,401
-92% -$4.75M ﹤0.01% 210
2025
Q1 		$4.92M Sell
29,648
-3,123
-10% -$547K 0.02% 58
2024
Q4 		$5.93M Buy
32,771
+4,634
+16% +$866K 0.02% 61
2024
Q3 		$5.13M Sell
28,137
-1,650
-6% -$284K 0.01% 61
2024
Q2 		$4.54M Sell
29,787
-6,076
-17% -$918K 0.01% 64
2024
Q1 		$5.95M Sell
35,863
-765
-2% -$126K 0.01% 62
2023
Q4 		$5.94M Sell
36,628
-3,531
-9% -$534K 0.01% 68
2023
Q3 		$5.84M Sell
40,159
-826
-2% -$126K 0.02% 65
2023
Q2 		$6.32M Sell
40,985
-1,462
-3% -$213K 0.02% 62
2023
Q1 		$5.98M Buy
42,447
+27,327
+181% +$3.77M 0.02% 62
2022
Q4 		$1.85M Buy
+15,120
New +$1.87M 0.01% 79

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

Polen Capital Management's FSV Position: Q3 2025 in Review

Polen Capital Management sold out of FirstService (FSV) in Q3 2025, closing a stake of 2,247 shares — an estimated $392K sold.

Polen Capital Management first reported a position in FSV in Q4 2022 and held it in 11 quarters. The position peaked at $6.32M in Q2 2023. 321 funds tracked by Wall St. Rank hold FSV as of Q3 2025.

  • Polen Capital Management reported no remaining FirstService position as of Q3 2025 after selling out during the quarter.
  • Polen Capital Management sold 2,247 FirstService shares in Q3 2025, an estimated $392K.
  • Polen Capital Management first reported a position in FirstService in Q4 2022 and held it in 11 quarters.
  • Polen Capital Management's FirstService position peaked at $6.32M in Q2 2023.
  • 321 funds tracked by Wall St. Rank held FirstService as of Q3 2025.

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