Accurate Wealth Management’s Fiserv Inc FISV Stock Holding History

Accurate 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	-1,505	Closed	-$255K	–	500
2025 Q2	$255K	Buy	1,505 +167	+12%	+$30.3K	0.04%	383
2025 Q1	$278K	Buy	1,338 +73	+6%	+$16K	0.05%	301
2024 Q4	$254K	Buy	1,265 +168	+15%	+$34.3K	0.05%	323
2024 Q3	$213K	Buy	+1,097	New	+$181K	0.04%	353
2023 Q2	–	Sell	-2,288	Closed	-$260K	–	275
2023 Q1	$260K	Sell	2,288 -13,881	-86%	-$1.53M	0.09%	208
2022 Q4	$1.63M	Sell	16,169 -12,222	-43%	-$1.22M	0.6%	31
2022 Q3	$2.76M	Buy	+28,391	New	+$2.89M	1.15%	22
2022 Q2	–	Sell	-9,978	Closed	-$1.01M	–	165
2022 Q1	$1.01M	Buy	9,978 +4,079	+69%	+$413K	0.45%	53
2021 Q4	$847K	Sell	5,899 -15	-0.3%	-$1.55K	0.69%	34
2021 Q3	$851K	Sell	5,914 -1,364	-19%	-$152K	0.74%	34
2021 Q2	$778K	Buy	+7,278	New	+$846K	0.68%	33

Other funds holding FISV

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

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Accurate Wealth Management sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 1,505 shares — an estimated $255K sold.

Accurate Wealth Management first reported a position in FISV in Q2 2021 and held it in 11 quarters. The position peaked at $2.76M in Q3 2022. 1,734 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

Accurate Wealth Management reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
Accurate Wealth Management sold 1,505 Fiserv Inc shares in Q3 2025, an estimated $255K.
Accurate Wealth Management first reported a position in Fiserv Inc in Q2 2021 and held it in 11 quarters.
Accurate Wealth Management's Fiserv Inc position peaked at $2.76M in Q3 2022.
1,734 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Accurate Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.