Baldwin Investment Management’s Fiserv Inc FISV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-12,325
| Closed | -$1.59M | – | 208 |
|
|
2025
Q3 | $1.59M | Sell |
12,325
-1,450
| -11% | -$208K | 0.18% | 71 |
|
|
2025
Q2 | $2.37M | Sell |
13,775
-125
| -0.9% | -$22.7K | 0.29% | 50 |
|
|
2025
Q1 | $3.07M | Sell |
13,900
-300
| -2% | -$65.7K | 0.37% | 33 |
|
|
2024
Q4 | $2.92M | Sell |
14,200
-7,145
| -33% | -$1.46M | 0.38% | 39 |
|
|
2024
Q3 | $3.83M | Sell |
21,345
-600
| -3% | -$99K | 0.48% | 32 |
|
|
2024
Q2 | $3.27M | Sell |
21,945
-25
| -0.1% | -$3.78K | 0.45% | 34 |
|
|
2024
Q1 | $3.51M | Sell |
21,970
-205
| -0.9% | -$29.9K | 0.48% | 32 |
|
|
2023
Q4 | $2.95M | Sell |
22,175
-650
| -3% | -$79.8K | 0.46% | 33 |
|
|
2023
Q3 | $2.58M | Sell |
22,825
-3,835
| -14% | -$472K | 0.43% | 34 |
|
|
2023
Q2 | $3.36M | Hold |
26,660
| – | – | 0.55% | 27 |
|
|
2023
Q1 | $3.01M | Sell |
26,660
-125
| -0.5% | -$13.8K | 0.53% | 31 |
|
|
2022
Q4 | $2.71M | Sell |
26,785
-71
| -0.3% | -$7.07K | 0.49% | 34 |
|
|
2022
Q3 | $2.51M | Sell |
26,856
-1,250
| -4% | -$127K | 0.51% | 29 |
|
|
2022
Q2 | $2.5M | Sell |
28,106
-7
| -0% | -$679 | 0.48% | 32 |
|
|
2022
Q1 | $2.85M | Sell |
28,113
-840
| -3% | -$85K | 0.43% | 35 |
|
|
2021
Q4 | $3M | Sell |
28,953
-2,048
| -7% | -$212K | 0.47% | 36 |
|
|
2021
Q3 | $3.36M | Sell |
31,001
-6,240
| -17% | -$697K | 0.59% | 32 |
|
|
2021
Q2 | $3.98M | Sell |
37,241
-2,017
| -5% | -$234K | 0.68% | 25 |
|
|
2021
Q1 | $4.67M | Buy |
39,258
+9,092
| +30% | +$1.04M | 0.85% | 11 |
|
|
2020
Q4 | $3.44M | Sell |
30,166
-1,100
| -4% | -$119K | 0.68% | 23 |
|
|
2020
Q3 | $3.22M | Buy |
31,266
+2,430
| +8% | +$242K | 0.75% | 22 |
|
|
2020
Q2 | $2.81M | Buy |
28,836
+800
| +3% | +$80.6K | 0.88% | 12 |
|
|
2020
Q1 | $2.66M | Sell |
28,036
-1,150
| -4% | -$128K | 0.92% | 10 |
|
|
2019
Q4 | $3.38M | Buy |
29,186
+1,287
| +5% | +$142K | 0.9% | 6 |
|
|
2019
Q3 | $2.89M | Buy |
27,899
+5,399
| +24% | +$551K | 0.84% | 10 |
|
|
2019
Q2 | $2.05M | Hold |
22,500
| – | – | 0.59% | 19 |
|
|
2019
Q1 | $1.99M | Sell |
22,500
-1,400
| -6% | -$116K | 0.6% | 21 |
|
|
2018
Q4 | $1.76M | Sell |
23,900
-500
| -2% | -$38.7K | 0.56% | 19 |
|
|
2018
Q3 | $2.01M | Sell |
24,400
-400
| -2% | -$31.4K | 0.58% | 19 |
|
|
2018
Q2 | $1.84M | Buy |
+24,800
| New | +$1.8M | 0.58% | 19 |
|
Other funds holding FISV
Baldwin Investment Management's FISV Position: Q4 2025 in Review
Baldwin Investment Management sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 12,325 shares — an estimated $1.59M sold.
Baldwin Investment Management first reported a position in FISV in Q2 2018 and held it in 30 quarters. The position peaked at $4.67M in Q1 2021. 1,398 funds tracked by Wall St. Rank hold FISV as of Q4 2025.
- Baldwin Investment Management reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
- Baldwin Investment Management sold 12,325 Fiserv Inc shares in Q4 2025, an estimated $1.59M.
- Baldwin Investment Management first reported a position in Fiserv Inc in Q2 2018 and held it in 30 quarters.
- Baldwin Investment Management's Fiserv Inc position peaked at $4.67M in Q1 2021.
- 1,398 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.
Based on Baldwin Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.