ACP
FISV

Aveo Capital Partners’s Fiserv Inc FISV Stock Holding History

Aveo Capital Partners’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
Q1 		– Sell
-2,181
Closed -$448K – 226
2024
Q4 		$448K Sell
2,181
-4
-0.2% -$817 0.05% 223
2024
Q3 		$393K Hold
2,185
– – 0.04% 234
2024
Q2 		$326K Sell
2,185
-86
-4% -$13K 0.04% 247
2024
Q1 		$339K Sell
2,271
-57
-2% -$8.3K 0.04% 274
2023
Q4 		$309K Sell
2,328
-8
-0.3% -$982 0.04% 269
2023
Q3 		$264K Sell
2,336
-18
-0.8% -$2.22K 0.03% 282
2023
Q2 		$297K Buy
2,354
+105
+5% +$12.4K 0.04% 274
2023
Q1 		$254K Hold
2,249
– – 0.03% 289
2022
Q4 		$227K Buy
2,249
+3
+0.1% +$299 0.03% 295
2022
Q3 		$210K Sell
2,246
-3
-0.1% -$306 0.04% 254
2022
Q2 		$200K Sell
2,249
-59
-3% -$5.72K 0.03% 259
2022
Q1 		$234K Buy
+2,308
New +$234K 0.04% 252

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aveo Capital Partners's FISV Position: Q1 2025 in Review

Aveo Capital Partners sold out of Fiserv Inc (FISV) in Q1 2025, closing a stake of 2,181 shares — an estimated $448K sold.

Aveo Capital Partners first reported a position in FISV in Q1 2022 and held it in 12 quarters. The position peaked at $448K in Q4 2024. 1,934 funds tracked by Wall St. Rank hold FISV as of Q1 2025.

  • Aveo Capital Partners reported no remaining Fiserv Inc position as of Q1 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 2,181 Fiserv Inc shares in Q1 2025, an estimated $448K.
  • Aveo Capital Partners first reported a position in Fiserv Inc in Q1 2022 and held it in 12 quarters.
  • Aveo Capital Partners's Fiserv Inc position peaked at $448K in Q4 2024.
  • 1,934 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.