AWM
FISV

Angeles Wealth Management’s Fiserv Inc FISV Stock Holding History

Angeles 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
Q4 		– Sell
-2,746
Closed -$354K – 476
2025
Q3 		$354K Sell
2,746
-595
-18% -$85.3K 0.02% 231
2025
Q2 		$576K Buy
3,341
+114
+4% +$20.7K 0.04% 168
2025
Q1 		$713K Sell
3,227
-167
-5% -$36.6K 0.06% 114
2024
Q4 		$697K Buy
3,394
+835
+33% +$170K 0.06% 120
2024
Q3 		$460K Buy
2,559
+464
+22% +$76.5K 0.04% 140
2024
Q2 		$312K Sell
2,095
-288
-12% -$43.6K 0.03% 176
2024
Q1 		$381K Buy
2,383
+436
+22% +$63.5K 0.04% 145
2023
Q4 		$259K Buy
1,947
+19
+1% +$2.33K 0.03% 166
2023
Q3 		$218K Buy
1,928
+145
+8% +$17.9K 0.03% 160
2023
Q2 		$225K Buy
+1,783
New +$210K 0.03% 169
2022
Q4 		– Sell
-2,170
Closed -$203K – 216
2022
Q3 		$203K Buy
+2,170
New +$221K 0.04% 161

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 $3.38T AUM 44.17% 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

Angeles Wealth Management's FISV Position: Q4 2025 in Review

Angeles Wealth Management sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 2,746 shares — an estimated $354K sold.

Angeles Wealth Management first reported a position in FISV in Q3 2022 and held it in 11 quarters. The position peaked at $713K in Q1 2025. 1,401 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Angeles Wealth Management reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Angeles Wealth Management sold 2,746 Fiserv Inc shares in Q4 2025, an estimated $354K.
  • Angeles Wealth Management first reported a position in Fiserv Inc in Q3 2022 and held it in 11 quarters.
  • Angeles Wealth Management's Fiserv Inc position peaked at $713K in Q1 2025.
  • 1,401 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Angeles Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.