True Wealth Design’s FirstService FSV Stock Holding History

True Wealth Design’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	$4.41K	Buy	31 +20	+182%	+$2.77K	﹤0.01%	1383
2026 Q1	$1.53K	Buy	11 +9	+450%	+$1.37K	﹤0.01%	1647
2025 Q4	$312	Sell	2 -14	-88%	-$2.28K	﹤0.01%	2110
2025 Q3	$3.05K	Buy	16 +13	+433%	+$2.52K	﹤0.01%	1304
2025 Q2	$524	Hold	3	–	–	﹤0.01%	1725
2025 Q1	$498	Hold	3	–	–	﹤0.01%	1539
2024 Q4	$544	Hold	3	–	–	﹤0.01%	1080
2024 Q3	$548	Hold	3	–	–	﹤0.01%	1088
2024 Q2	$458	Buy	3 +1	+50%	+$151	﹤0.01%	664
2024 Q1	$332	Buy	2 +1	+100%	+$165	﹤0.01%	697
2023 Q4	$163	Hold	1	–	–	﹤0.01%	705
2023 Q3	$146	Hold	1	–	–	﹤0.01%	684
2023 Q2	$155	Hold	1	–	–	﹤0.01%	689
2023 Q1	$141	Hold	1	–	–	﹤0.01%	772
2022 Q4	$123	Buy	+1	New	+$124	﹤0.01%	720

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

True Wealth Design's FSV Position: Q2 2026 in Review

True Wealth Design increased its FirstService (FSV) stake by 182% in Q2 2026, buying an estimated $2.77K and bringing the position to 31 shares worth $4.41K. The position accounts for ﹤0.01% of the portfolio, ranked #1383.

True Wealth Design first reported a position in FSV in Q4 2022 and has held it in 15 quarters since. 279 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

True Wealth Design held 31 shares of FirstService worth $4.41K as of Q2 2026.
True Wealth Design bought 20 FirstService shares in Q2 2026, an estimated $2.77K.
FirstService made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1383 holding.
True Wealth Design first reported a position in FirstService in Q4 2022 and has held it in 15 quarters since.
279 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.