ATPW
FISV

Ashton Thomas Private Wealth’s Fiserv Inc FISV Stock Holding History

Ashton Thomas Private Wealth’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
-13,738
Closed -$1.77M – 1013
2025
Q3 		$1.77M Sell
13,738
-3,515
-20% -$504K 0.05% 346
2025
Q2 		$2.97M Buy
17,253
+1,738
+11% +$315K 0.1% 206
2025
Q1 		$3.43M Sell
15,515
-2,554
-14% -$559K 0.13% 182
2024
Q4 		$3.71M Buy
18,069
+1,530
+9% +$312K 0.14% 173
2024
Q3 		$2.97M Buy
16,539
+3,290
+25% +$543K 0.16% 160
2024
Q2 		$1.97M Sell
13,249
-405
-3% -$61.3K 0.11% 205
2024
Q1 		$2.18M Buy
13,654
+717
+6% +$104K 0.13% 190
2023
Q4 		$1.72M Buy
12,937
+507
+4% +$62.2K 0.11% 209
2023
Q3 		$1.4M Buy
12,430
+5,382
+76% +$663K 0.1% 221
2023
Q2 		$889K Buy
+7,048
New +$830K 0.07% 290
2021
Q4 		– Sell
-5,343
Closed -$580K – 451
2021
Q3 		$580K Sell
5,343
-18,301
-77% -$2.04M 0.08% 243
2021
Q2 		$2.53M Sell
23,644
-2,395
-9% -$278K 0.39% 72
2021
Q1 		$3.1M Sell
26,039
-448
-2% -$51.4K 0.52% 50
2020
Q4 		$3.02M Buy
26,487
+1,590
+6% +$171K 0.58% 43
2020
Q3 		$2.57M Sell
24,897
-884
-3% -$88K 0.64% 39
2020
Q2 		$2.52M Buy
25,781
+3,485
+16% +$351K 0.75% 33
2020
Q1 		$2.12M Sell
22,296
-6,456
-22% -$717K 0.87% 26
2019
Q4 		$3.32M Buy
28,752
+386
+1% +$42.6K 1.1% 18
2019
Q3 		$2.94M Buy
+28,366
New +$2.9M 1.23% 15

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

Ashton Thomas Private Wealth's FISV Position: Q4 2025 in Review

Ashton Thomas Private Wealth sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 13,738 shares — an estimated $1.77M sold.

Ashton Thomas Private Wealth first reported a position in FISV in Q3 2019 and held it in 19 quarters. The position peaked at $3.71M in Q4 2024. 1,398 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Ashton Thomas Private Wealth reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 13,738 Fiserv Inc shares in Q4 2025, an estimated $1.77M.
  • Ashton Thomas Private Wealth first reported a position in Fiserv Inc in Q3 2019 and held it in 19 quarters.
  • Ashton Thomas Private Wealth's Fiserv Inc position peaked at $3.71M in Q4 2024.
  • 1,398 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Ashton Thomas Private Wealth's 13F filing for Q4 2025, filed 29 Jan 2026.