CAWM
FISV

Capital A Wealth Management’s Fiserv Inc FISV Stock Holding History

Capital A 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
-6
Closed -$1.32K – 586
2025
Q1 		$1.32K Sell
6
-1
-14% -$219 ﹤0.01% 508
2024
Q4 		$1.44K Buy
+7
New +$1.43K ﹤0.01% 512

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Capital A Wealth Management's FISV Position: Q2 2025 in Review

Capital A Wealth Management sold out of Fiserv Inc (FISV) in Q2 2025, closing a stake of 6 shares — an estimated $1.32K sold.

Capital A Wealth Management first reported a position in FISV in Q4 2024 and held it in 2 quarters. The position peaked at $1.44K in Q4 2024. 1,846 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

  • Capital A Wealth Management reported no remaining Fiserv Inc position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 6 Fiserv Inc shares in Q2 2025, an estimated $1.32K.
  • Capital A Wealth Management first reported a position in Fiserv Inc in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Fiserv Inc position peaked at $1.44K in Q4 2024.
  • 1,846 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.