Advisor OS’s Fiserv Inc FISV Stock Holding History

Advisor OS’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 Q2	–	Sell	-1,233	Closed	-$272K	–	468
2025 Q1	$272K	Buy	1,233 +199	+19%	+$43.6K	0.03%	345
2024 Q4	$212K	Buy	+1,034	New	+$211K	0.02%	388

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Advisor OS's FISV Position: Q2 2025 in Review

Advisor OS sold out of Fiserv Inc (FISV) in Q2 2025, closing a stake of 1,233 shares — an estimated $272K sold.

Advisor OS first reported a position in FISV in Q4 2024 and held it in 2 quarters. The position peaked at $272K in Q1 2025. 1,843 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

Advisor OS reported no remaining Fiserv Inc position as of Q2 2025 after selling out during the quarter.
Advisor OS sold 1,233 Fiserv Inc shares in Q2 2025, an estimated $272K.
Advisor OS first reported a position in Fiserv Inc in Q4 2024 and held it in 2 quarters.
Advisor OS's Fiserv Inc position peaked at $272K in Q1 2025.
1,843 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on Advisor OS's 13F filing for Q2 2025, filed 14 Aug 2025.