Wellington Management Group
FSV icon

Wellington Management Group’s FirstService FSV Stock Holding History

Wellington Management Group’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
Q1 		$80.4M Sell
578,411
-141,582
-20% -$21.6M 0.02% 596
2025
Q4 		$112M Buy
719,993
+716,094
+18,366% +$117M 0.02% 523
2025
Q3 		$743K Sell
3,899
-60,684
-94% -$11.7M ﹤0.01% 1831
2025
Q2 		$11.3M Sell
64,583
-15,599
-19% -$2.7M ﹤0.01% 1174
2025
Q1 		$13.3M Buy
80,182
+22,511
+39% +$3.94M ﹤0.01% 1116
2024
Q4 		$10.4M Sell
57,671
-4,942
-8% -$924K ﹤0.01% 1183
2024
Q3 		$11.4M Buy
62,613
+20,097
+47% +$3.45M ﹤0.01% 1135
2024
Q2 		$6.48M Sell
42,516
-28,846
-40% -$4.36M ﹤0.01% 1263
2024
Q1 		$11.8M Buy
71,362
+69,207
+3,211% +$11.4M ﹤0.01% 1091
2023
Q4 		$351K Buy
2,155
+36
+2% +$5.44K ﹤0.01% 1750
2023
Q3 		$310K Buy
+2,119
New +$324K ﹤0.01% 1733
2016
Q4 		– Sell
-376,181
Closed -$17.6M – 2210
2016
Q3 		$17.6M Buy
376,181
+160,547
+74% +$7.68M ﹤0.01% 1020
2016
Q2 		$9.88M Buy
+215,634
New +$9.66M ﹤0.01% 1145

Other funds holding FSV

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return