ACA
FISV

Atlas Capital Advisors’s Fiserv Inc FISV Stock Holding History

Atlas Capital Advisors’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
-5,001
Closed -$1.1M – 961
2025
Q1 		$1.1M Sell
5,001
-277
-5% -$60.6K 0.14% 138
2024
Q4 		$1.08M Hold
5,278
– – 0.14% 126
2024
Q3 		$948K Sell
5,278
-951
-15% -$157K 0.14% 130
2024
Q2 		$928K Sell
6,229
-80
-1% -$12.1K 0.12% 138
2024
Q1 		$1.01M Hold
6,309
– – 0.16% 123
2023
Q4 		$838K Buy
6,309
+546
+9% +$67K 0.12% 140
2023
Q3 		$651K Hold
5,763
– – 0.11% 154
2023
Q2 		$727K Hold
5,763
– – 0.11% 144
2023
Q1 		$651K Hold
5,763
– – 0.1% 149
2022
Q4 		$582K Sell
5,763
-1,338
-19% -$133K 0.1% 164
2022
Q3 		$664K Buy
7,101
+6,795
+2,221% +$692K 0.12% 138
2022
Q2 		$27.2K Buy
306
+128
+72% +$12.4K ﹤0.01% 641
2022
Q1 		$18K Sell
178
-318
-64% -$32.2K ﹤0.01% 649
2021
Q4 		$51.5K Buy
496
+31
+7% +$3.21K 0.01% 530
2021
Q3 		$50.5K Buy
465
+79
+20% +$8.83K 0.01% 518
2021
Q2 		$41.3K Buy
+386
New +$44.9K 0.01% 545
2021
Q1 		– Sell
-87
Closed -$9.9K – 800
2020
Q4 		$9.9K Buy
+87
New +$9.38K ﹤0.01% 593
2020
Q3 		– Sell
-3,296
Closed -$322K – 407
2020
Q2 		$322K Sell
3,296
-36
-1% -$3.63K 0.08% 236
2020
Q1 		$317K Buy
3,332
+2,721
+445% +$302K 0.09% 210
2019
Q4 		$70.6K Hold
611
– – 0.02% 432
2019
Q3 		$63.3K Buy
+611
New +$62.4K 0.02% 440

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Atlas Capital Advisors's FISV Position: Q2 2025 in Review

Atlas Capital Advisors sold out of Fiserv Inc (FISV) in Q2 2025, closing a stake of 5,001 shares — an estimated $1.1M sold.

Atlas Capital Advisors first reported a position in FISV in Q3 2019 and held it in 21 quarters. The position peaked at $1.1M in Q1 2025. 1,844 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

  • Atlas Capital Advisors reported no remaining Fiserv Inc position as of Q2 2025 after selling out during the quarter.
  • Atlas Capital Advisors sold 5,001 Fiserv Inc shares in Q2 2025, an estimated $1.1M.
  • Atlas Capital Advisors first reported a position in Fiserv Inc in Q3 2019 and held it in 21 quarters.
  • Atlas Capital Advisors's Fiserv Inc position peaked at $1.1M in Q1 2025.
  • 1,844 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on Atlas Capital Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.