Avaii Wealth Management’s Fiserv Inc FISV Stock Holding History

Avaii 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 Q2	–	Sell	-929	Closed	-$205K	–	137
2025 Q1	$205K	Buy	+929	New	+$203K	0.11%	119

Other funds holding FISV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Avaii Wealth Management's FISV Position: Q2 2025 in Review

Avaii Wealth Management sold out of Fiserv Inc (FISV) in Q2 2025, closing a stake of 929 shares — an estimated $205K sold.

Avaii Wealth Management first reported a position in FISV in Q1 2025 and held it in 1 quarter. The position peaked at $205K in Q1 2025. 1,844 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

Avaii Wealth Management reported no remaining Fiserv Inc position as of Q2 2025 after selling out during the quarter.
Avaii Wealth Management sold 929 Fiserv Inc shares in Q2 2025, an estimated $205K.
Avaii Wealth Management first reported a position in Fiserv Inc in Q1 2025 and held it in 1 quarter.
Avaii Wealth Management's Fiserv Inc position peaked at $205K in Q1 2025.
1,844 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on Avaii Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.