Wasatch Advisors’s FirstService FSV Stock Holding History

Wasatch Advisors’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	-1,142	Closed	-$218K	–	233
2025 Q3	$218K	Buy	+1,142	New	+$221K	﹤0.01%	227
2024 Q2	–	Sell	-1,328	Closed	-$220K	–	247
2024 Q1	$220K	Hold	1,328	–	–	﹤0.01%	247
2023 Q4	$215K	Buy	+1,328	New	+$201K	﹤0.01%	247
2023 Q3	–	Sell	-1,688	Closed	-$260K	–	261
2023 Q2	$260K	Buy	+1,688	New	+$245K	﹤0.01%	257
2023 Q1	–	Sell	-24,943	Closed	-$3.05M	–	261
2022 Q4	$3.05M	Sell	24,943 -395	-2%	-$48.9K	0.02%	224
2022 Q3	$3.01M	Sell	25,338 -4,236	-14%	-$541K	0.02%	219
2022 Q2	$3.59M	Sell	29,574 -72	-0.2%	-$9.07K	0.02%	218
2022 Q1	$4.29M	Buy	+29,646	New	+$4.51M	0.02%	226
2021 Q4	–	Sell	-26,589	Closed	-$4.8M	–	269
2021 Q3	$4.8M	Buy	+26,589	New	+$4.92M	0.02%	242

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

Wasatch Advisors's FSV Position: Q4 2025 in Review

Wasatch Advisors sold out of FirstService (FSV) in Q4 2025, closing a stake of 1,142 shares — an estimated $218K sold.

Wasatch Advisors first reported a position in FSV in Q3 2021 and held it in 9 quarters. The position peaked at $4.8M in Q3 2021. 306 funds tracked by Wall St. Rank hold FSV as of Q4 2025.

Wasatch Advisors reported no remaining FirstService position as of Q4 2025 after selling out during the quarter.
Wasatch Advisors sold 1,142 FirstService shares in Q4 2025, an estimated $218K.
Wasatch Advisors first reported a position in FirstService in Q3 2021 and held it in 9 quarters.
Wasatch Advisors's FirstService position peaked at $4.8M in Q3 2021.
306 funds tracked by Wall St. Rank held FirstService as of Q4 2025.

Based on Wasatch Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.