Wealth Enhancement Advisory Services’s FirstService FSV Stock Holding History

Wealth Enhancement Advisory Services’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	$363K	Sell	2,529 -613	-20%	-$85K	﹤0.01%	3015
2026 Q1	$439K	Buy	3,142 +798	+34%	+$122K	﹤0.01%	2431
2025 Q4	$369K	Buy	2,344 +96	+4%	+$15.6K	﹤0.01%	2733
2025 Q3	$420K	Sell	2,248 -81	-3%	-$15.7K	﹤0.01%	2498
2025 Q2	$416K	Sell	2,329 -123	-5%	-$21.3K	﹤0.01%	2362
2025 Q1	$407K	Buy	2,452 +248	+11%	+$43.5K	﹤0.01%	2194
2024 Q4	$399K	Sell	2,204 -20	-0.9%	-$3.74K	﹤0.01%	2155
2024 Q3	$406K	Buy	2,224 +787	+55%	+$135K	﹤0.01%	1966
2024 Q2	$219K	Buy	+1,437	New	+$217K	﹤0.01%	2220

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

Wealth Enhancement Advisory Services's FSV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its FirstService (FSV) stake by 20% in Q2 2026, selling an estimated $85K and leaving 2,529 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #3015.

Wealth Enhancement Advisory Services first reported a position in FSV in Q2 2024 and has held it in 9 quarters since. The position peaked at $439K in Q1 2026. 279 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

Wealth Enhancement Advisory Services held 2,529 shares of FirstService worth $363K as of Q2 2026.
Wealth Enhancement Advisory Services sold 613 FirstService shares in Q2 2026, an estimated $85K.
FirstService made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3015 holding.
Wealth Enhancement Advisory Services first reported a position in FirstService in Q2 2024 and has held it in 9 quarters since.
Wealth Enhancement Advisory Services's FirstService position peaked at $439K in Q1 2026.
279 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.