1858 Wealth Management’s Fiserv Inc FISV Stock Holding History

1858 Wealth Management’s Portfolio FISV Stock Details FISV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,236	Closed	-$213K	–	118
2025 Q2	$213K	Sell	1,236 -34	-3%	-$6.17K	0.16%	111
2025 Q1	$280K	Sell	1,270 -197	-13%	-$43.1K	0.24%	82
2024 Q4	$301K	Sell	1,467 -13	-0.9%	-$2.65K	0.24%	87
2024 Q3	$266K	Sell	1,480 -30	-2%	-$4.95K	0.22%	89
2024 Q2	$225K	Sell	1,510 -96	-6%	-$14.5K	0.19%	107
2024 Q1	$213K	Hold	1,606	–	–	0.2%	112
2023 Q4	$213K	Buy	+1,606	New	+$197K	0.2%	112

Other funds holding FISV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

1858 Wealth Management's FISV Position: Q3 2025 in Review

1858 Wealth Management sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 1,236 shares — an estimated $213K sold.

1858 Wealth Management first reported a position in FISV in Q4 2023 and held it in 7 quarters. The position peaked at $301K in Q4 2024. 1,732 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

1858 Wealth Management reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
1858 Wealth Management sold 1,236 Fiserv Inc shares in Q3 2025, an estimated $213K.
1858 Wealth Management first reported a position in Fiserv Inc in Q4 2023 and held it in 7 quarters.
1858 Wealth Management's Fiserv Inc position peaked at $301K in Q4 2024.
1,732 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.