Aaron Wealth Advisors’s Fiserv Inc FISV Stock Holding History

Aaron Wealth Advisors’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
2026 Q2	$379K	Sell	7,725 -1,274	-14%	-$71.2K	0.02%	510
2026 Q1	$502K	Sell	8,999 -6,897	-43%	-$427K	0.03%	389
2025 Q4	$1.07M	Buy	15,896 +11,304	+246%	+$946K	0.06%	236
2025 Q3	$592K	Buy	4,592 +1,857	+68%	+$266K	0.04%	363
2025 Q2	$472K	Sell	2,735 -450	-14%	-$81.6K	0.05%	247
2025 Q1	$703K	Buy	3,185 +193	+6%	+$42.3K	0.08%	158
2024 Q4	$615K	Buy	2,992 +333	+13%	+$68K	0.07%	168
2024 Q3	$478K	Buy	2,659 +521	+24%	+$85.9K	0.06%	201
2024 Q2	$319K	Buy	2,138 +387	+22%	+$58.6K	0.04%	225
2024 Q1	$280K	Buy	+1,751	New	+$255K	0.04%	236
2022 Q2	–	Sell	-61,042	Closed	-$602K	–	425
2022 Q1	$602K	Buy	+61,042	New	+$6.18M	0.01%	473

Other funds holding FISV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Aaron Wealth Advisors's FISV Position: Q2 2026 in Review

Aaron Wealth Advisors reduced its Fiserv Inc (FISV) stake by 14% in Q2 2026, selling an estimated $71.2K and leaving 7,725 shares worth $379K. The position accounts for 0.02% of the portfolio, ranked #510.

Aaron Wealth Advisors first reported a position in FISV in Q1 2022 and has held it in 11 quarters since. The position peaked at $1.07M in Q4 2025. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

Aaron Wealth Advisors held 7,725 shares of Fiserv Inc worth $379K as of Q2 2026.
Aaron Wealth Advisors sold 1,274 Fiserv Inc shares in Q2 2026, an estimated $71.2K.
Fiserv Inc made up 0.02% of Aaron Wealth Advisors's portfolio in Q2 2026, its #510 holding.
Aaron Wealth Advisors first reported a position in Fiserv Inc in Q1 2022 and has held it in 11 quarters since.
Aaron Wealth Advisors's Fiserv Inc position peaked at $1.07M in Q4 2025.
823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.