CWC
FISV

Carolinas Wealth Consulting’s Fiserv Inc FISV Stock Holding History

Carolinas Wealth Consulting’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
-233
Closed -$51.5K – 324
2025
Q1 		$51.5K Sell
233
-37
-14% -$8.1K 0.01% 350
2024
Q4 		$55.5K Buy
270
+246
+1,025% +$50.2K 0.01% 345
2024
Q3 		$4.31K Buy
24
+11
+85% +$1.81K ﹤0.01% 686
2024
Q2 		$1.94K Sell
13
-40
-75% -$6.05K ﹤0.01% 805
2024
Q1 		$8.47K Buy
53
+43
+430% +$6.26K ﹤0.01% 581
2023
Q4 		$1.33K Hold
10
– – ﹤0.01% 794
2023
Q3 		$1.14K Hold
10
– – ﹤0.01% 807
2023
Q2 		$1.26K Hold
10
– – ﹤0.01% 878
2023
Q1 		$1.13K Hold
10
– – ﹤0.01% 874
2022
Q4 		$1.01K Hold
10
– – ﹤0.01% 893
2022
Q3 		$1K Hold
10
– – ﹤0.01% 815
2022
Q2 		$1K Hold
10
– – ﹤0.01% 814
2022
Q1 		$1K Hold
10
– – ﹤0.01% 842
2021
Q4 		$1K Hold
10
– – ﹤0.01% 876
2021
Q3 		$1K Hold
10
– – ﹤0.01% 855
2021
Q2 		$1K Hold
10
– – ﹤0.01% 865
2021
Q1 		$1K Hold
10
– – ﹤0.01% 866
2020
Q4 		$1K Hold
10
– – ﹤0.01% 793
2020
Q3 		$1K Hold
10
– – ﹤0.01% 824
2020
Q2 		$1K Buy
+10
New +$1.01K ﹤0.01% 567

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

Carolinas Wealth Consulting's FISV Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Fiserv Inc (FISV) in Q2 2025, closing a stake of 233 shares — an estimated $51.5K sold.

Carolinas Wealth Consulting first reported a position in FISV in Q2 2020 and held it in 20 quarters. The position peaked at $55.5K in Q4 2024. 1,846 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Fiserv Inc position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 233 Fiserv Inc shares in Q2 2025, an estimated $51.5K.
  • Carolinas Wealth Consulting first reported a position in Fiserv Inc in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Fiserv Inc position peaked at $55.5K in Q4 2024.
  • 1,846 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.