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
Q2 		– Sell
-7,300
Closed -$399K – 43
2026
Q1 		$399K Buy
+7,300
New +$452K 0.16% 56

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Caldwell Investment Management's FISV Position: Q2 2026 in Review

Caldwell Investment Management sold out of Fiserv Inc (FISV) in Q2 2026, closing a stake of 7,300 shares — an estimated $399K sold.

Caldwell Investment Management first reported a position in FISV in Q1 2026 and held it in 1 quarter. The position peaked at $399K in Q1 2026. 1,149 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Caldwell Investment Management reported no remaining Fiserv Inc position as of Q2 2026 after selling out during the quarter.
  • Caldwell Investment Management sold 7,300 Fiserv Inc shares in Q2 2026, an estimated $399K.
  • Caldwell Investment Management first reported a position in Fiserv Inc in Q1 2026 and held it in 1 quarter.
  • Caldwell Investment Management's Fiserv Inc position peaked at $399K in Q1 2026.
  • 1,149 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Caldwell Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.