WANY
FSV icon

Wealthspire Advisors (New York)’s FirstService FSV Stock Holding History

Wealthspire Advisors (New York)’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
Closed -$191 – 1717
2025
Q3 		$191 Buy
+1
New +$193 ﹤0.01% 2943

Other funds holding FSV

Manulife (Manufacturers Life Insurance)
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Janus Henderson Group
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
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Wealthspire Advisors (New York)'s FSV Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of FirstService (FSV) in Q4 2025, closing a stake of 1 share — an estimated $191 sold.

Wealthspire Advisors (New York) first reported a position in FSV in Q3 2025 and held it in 1 quarter. The position peaked at $191 in Q3 2025. 306 funds tracked by Wall St. Rank hold FSV as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining FirstService position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1 FirstService share in Q4 2025, an estimated $191.
  • Wealthspire Advisors (New York) first reported a position in FirstService in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s FirstService position peaked at $191 in Q3 2025.
  • 306 funds tracked by Wall St. Rank held FirstService as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.