Atlantic Edge Private Wealth Management’s Fiserv Inc FISV Stock Holding History

Atlantic Edge Private 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
2026 Q2	$181K	Sell	3,700 -10,570	-74%	-$591K	0.04%	146
2026 Q1	$796K	Sell	14,270 -820	-5%	-$50.7K	0.2%	78
2025 Q4	$1.01M	Sell	15,090 -3,235	-18%	-$271K	0.25%	71
2025 Q3	$2.36M	Sell	18,325 -98	-0.5%	-$14K	0.61%	43
2025 Q2	$3.18M	Sell	18,423 -715	-4%	-$130K	0.87%	31
2025 Q1	$4.23M	Sell	19,138 -30	-0.2%	-$6.57K	1.29%	19
2024 Q4	$3.94M	Sell	19,168 -542	-3%	-$111K	1.22%	21
2024 Q3	$3.54M	Buy	19,710 +115	+0.6%	+$19K	1.08%	20
2024 Q2	$2.92M	Sell	19,595 -140	-0.7%	-$21.2K	0.98%	23
2024 Q1	$3.15M	Buy	19,735 +335	+2%	+$48.8K	1.08%	21
2023 Q4	$2.58M	Buy	+19,400	New	+$2.38M	1.05%	22

Other funds holding FISV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Atlantic Edge Private Wealth Management's FISV Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management reduced its Fiserv Inc (FISV) stake by 74% in Q2 2026, selling an estimated $591K and leaving 3,700 shares worth $181K. The position accounts for 0.04% of the portfolio, ranked #146.

Atlantic Edge Private Wealth Management first reported a position in FISV in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.23M in Q1 2025. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

Atlantic Edge Private Wealth Management held 3,700 shares of Fiserv Inc worth $181K as of Q2 2026.
Atlantic Edge Private Wealth Management sold 10,570 Fiserv Inc shares in Q2 2026, an estimated $591K.
Fiserv Inc made up 0.04% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #146 holding.
Atlantic Edge Private Wealth Management first reported a position in Fiserv Inc in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's Fiserv Inc position peaked at $4.23M in Q1 2025.
823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.