AP
FISV

Adero Partners’s Fiserv Inc FISV Stock Holding History

Adero Partners’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
Q1 		$550K Buy
2,490
+55
+2% +$12K 0.04% 120
2024
Q4 		$500K Buy
2,435
+65
+3% +$13.3K 0.03% 119
2024
Q3 		$426K Buy
2,370
+76
+3% +$12.5K 0.03% 137
2024
Q2 		$342K Sell
2,294
-126
-5% -$19.1K 0.02% 151
2024
Q1 		$387K Sell
2,420
-44
-2% -$6.41K 0.03% 136
2023
Q4 		$327K Buy
2,464
+16
+0.7% +$1.96K 0.03% 143
2023
Q3 		$277K Buy
+2,448
New +$301K 0.03% 147

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Adero Partners's FISV Position: Q1 2025 in Review

Adero Partners increased its Fiserv Inc (FISV) stake by 2.3% in Q1 2025, buying an estimated $12K and bringing the position to 2,490 shares worth $550K. The position accounts for 0.04% of the portfolio, ranked #120.

Adero Partners first reported a position in FISV in Q3 2023 and has held it in 7 quarters since. 1,934 funds tracked by Wall St. Rank hold FISV as of Q1 2025.

  • Adero Partners held 2,490 shares of Fiserv Inc worth $550K as of Q1 2025.
  • Adero Partners bought 55 Fiserv Inc shares in Q1 2025, an estimated $12K.
  • Fiserv Inc made up 0.04% of Adero Partners's portfolio in Q1 2025, its #120 holding.
  • Adero Partners first reported a position in Fiserv Inc in Q3 2023 and has held it in 7 quarters since.
  • 1,934 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.