AA
FISV

Alta Advisers’s Fiserv Inc FISV Stock Holding History

Alta Advisers’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
Q4 		– Sell
-2,973
Closed -$383K – 222
2025
Q3 		$383K Hold
2,973
– – 0.12% 137
2025
Q2 		$513K Hold
2,973
– – 0.18% 104
2025
Q1 		$657K Buy
2,973
+1,100
+59% +$241K 0.28% 76
2024
Q4 		$385K Buy
1,873
+273
+17% +$55.7K 0.24% 83
2024
Q3 		$287K Hold
1,600
– – 0.13% 99
2024
Q2 		$238K Hold
1,600
– – 0.11% 103
2024
Q1 		$256K Hold
1,600
– – 0.13% 103
2023
Q4 		$213K Hold
1,600
– – 0.11% 111
2023
Q3 		$181K Hold
1,600
– – 0.1% 120
2023
Q2 		$202K Hold
1,600
– – 0.11% 105
2023
Q1 		$181K Hold
1,600
– – 0.11% 112
2022
Q4 		$162K Hold
1,600
– – 0.1% 124
2022
Q3 		$150K Buy
+1,600
New +$163K 0.09% 122

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Alta Advisers's FISV Position: Q4 2025 in Review

Alta Advisers sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 2,973 shares — an estimated $383K sold.

Alta Advisers first reported a position in FISV in Q3 2022 and held it in 13 quarters. The position peaked at $657K in Q1 2025. 1,399 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Alta Advisers reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Alta Advisers sold 2,973 Fiserv Inc shares in Q4 2025, an estimated $383K.
  • Alta Advisers first reported a position in Fiserv Inc in Q3 2022 and held it in 13 quarters.
  • Alta Advisers's Fiserv Inc position peaked at $657K in Q1 2025.
  • 1,399 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Alta Advisers's 13F filing for Q4 2025, filed 9 Feb 2026.