CIM
FISV

Caldwell Investment Management’s Fiserv Inc FISV Stock Holding History

Caldwell Investment 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
Q1 		$399K Buy
+7,300
New +$452K 0.16% 56

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Caldwell Investment Management's FISV Position: Q1 2026 in Review

Caldwell Investment Management opened a new position in Fiserv Inc (FISV) in Q1 2026: 7,300 shares worth $399K. The stake represents 0.16% of the portfolio and ranks #56 among its holdings.

1,256 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Caldwell Investment Management held 7,300 shares of Fiserv Inc worth $399K as of Q1 2026.
  • Fiserv Inc was a new Caldwell Investment Management position in Q1 2026.
  • Fiserv Inc made up 0.16% of Caldwell Investment Management's portfolio in Q1 2026, its #56 holding.
  • 1,256 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Caldwell Investment Management's 13F filing for Q1 2026, filed 14 May 2026.