Quotient Wealth Partners’s FirstService FSV Stock Holding History

Quotient Wealth 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
2025 Q4	–	Sell	-1,092	Closed	-$208K	–	371
2025 Q3	$208K	Buy	+1,092	New	+$211K	0.01%	345
2024 Q4	–	Sell	-1,116	Closed	-$204K	–	330
2024 Q3	$204K	Sell	1,116 -621	-36%	-$107K	0.01%	309
2024 Q2	$265K	Sell	1,737 -2,376	-58%	-$359K	0.01%	261
2024 Q1	$682K	Sell	4,113 -1,494	-27%	-$247K	0.02%	143
2023 Q4	$909K	Buy	+5,607	New	+$848K	0.04%	129

Other funds holding FSV

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

OAG

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Quotient Wealth Partners's FSV Position: Q4 2025 in Review

Quotient Wealth Partners sold out of FirstService (FSV) in Q4 2025, closing a stake of 1,092 shares — an estimated $208K sold.

Quotient Wealth Partners first reported a position in FSV in Q4 2023 and held it in 5 quarters. The position peaked at $909K in Q4 2023. 306 funds tracked by Wall St. Rank hold FSV as of Q4 2025.

Quotient Wealth Partners reported no remaining FirstService position as of Q4 2025 after selling out during the quarter.
Quotient Wealth Partners sold 1,092 FirstService shares in Q4 2025, an estimated $208K.
Quotient Wealth Partners first reported a position in FirstService in Q4 2023 and held it in 5 quarters.
Quotient Wealth Partners's FirstService position peaked at $909K in Q4 2023.
306 funds tracked by Wall St. Rank held FirstService as of Q4 2025.

Based on Quotient Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.