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Stone House Investment Management’s FirstService FSV Stock Holding History

Stone House Investment 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 		– Sell
-10
Closed -$1.39K – 1377
2026
Q1 		$1.39K Buy
+10
New +$1.52K ﹤0.01% 654

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1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Capital Management
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
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Stone House Investment Management's FSV Position: Q2 2026 in Review

Stone House Investment Management sold out of FirstService (FSV) in Q2 2026, closing a stake of 10 shares — an estimated $1.39K sold.

Stone House Investment Management first reported a position in FSV in Q1 2026 and held it in 1 quarter. The position peaked at $1.39K in Q1 2026. 279 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

  • Stone House Investment Management reported no remaining FirstService position as of Q2 2026 after selling out during the quarter.
  • Stone House Investment Management sold 10 FirstService shares in Q2 2026, an estimated $1.39K.
  • Stone House Investment Management first reported a position in FirstService in Q1 2026 and held it in 1 quarter.
  • Stone House Investment Management's FirstService position peaked at $1.39K in Q1 2026.
  • 279 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.