Carson Wealth (CWM LLC)’s Fiserv Inc FISV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.6M | Buy |
100,347
+58,730
| +141% | +$3.63M | 0.01% | 758 |
|
|
2025
Q4 | $2.79M | Sell |
41,617
-34,009
| -45% | -$2.85M | 0.01% | 1015 |
|
|
2025
Q3 | $9.75M | Buy |
75,626
+55,259
| +271% | +$7.92M | 0.03% | 475 |
|
|
2025
Q2 | $3.51M | Sell |
20,367
-2,154
| -10% | -$391K | 0.01% | 711 |
|
|
2025
Q1 | $4.97M | Buy |
22,521
+165
| +0.7% | +$36.1K | 0.02% | 531 |
|
|
2024
Q4 | $4.59M | Sell |
22,356
-866
| -4% | -$177K | 0.02% | 493 |
|
|
2024
Q3 | $4.17M | Sell |
23,222
-2,152
| -8% | -$355K | 0.02% | 487 |
|
|
2024
Q2 | $3.78M | Buy |
25,374
+2,098
| +9% | +$318K | 0.02% | 479 |
|
|
2024
Q1 | $3.72M | Buy |
23,276
+1,912
| +9% | +$278K | 0.02% | 473 |
|
|
2023
Q4 | $2.84M | Buy |
21,364
+499
| +2% | +$61.2K | 0.02% | 517 |
|
|
2023
Q3 | $2.36M | Buy |
20,865
+1,298
| +7% | +$160K | 0.01% | 510 |
|
|
2023
Q2 | $2.47M | Buy |
19,567
+1,320
| +7% | +$155K | 0.02% | 478 |
|
|
2023
Q1 | $2.06M | Buy |
18,247
+696
| +4% | +$76.6K | 0.01% | 473 |
|
|
2022
Q4 | $1.77M | Buy |
17,551
+2,567
| +17% | +$256K | 0.01% | 468 |
|
|
2022
Q3 | $1.4M | Buy |
14,984
+3,680
| +33% | +$375K | 0.01% | 474 |
|
|
2022
Q2 | $1.01M | Buy |
11,304
+2,037
| +22% | +$198K | 0.01% | 563 |
|
|
2022
Q1 | $940K | Sell |
9,267
-25,560
| -73% | -$2.59M | 0.01% | 576 |
|
|
2021
Q4 | $3.62M | Buy |
+34,827
| New | +$3.6M | 0.03% | 336 |
|
|
2021
Q2 | $3.76M | Hold |
35,145
| – | – | 0.03% | 323 |
|
|
2021
Q1 | $3.76M | Hold |
35,145
| – | – | 0.03% | 323 |
|
|
2020
Q4 | $3.76M | Hold |
35,145
| – | – | 0.03% | 323 |
|
|
2020
Q3 | $3.76M | Hold |
35,145
| – | – | 0.03% | 323 |
|
|
2020
Q2 | $3.76M | Hold |
35,145
| – | – | 0.03% | 323 |
|
|
2020
Q1 | $3.76M | Hold |
35,145
| – | – | 0.03% | 323 |
|
|
2019
Q4 | $3.76M | Hold |
35,145
| – | – | 0.03% | 323 |
|
|
2019
Q3 | $3.76M | Hold |
35,145
| – | – | 0.03% | 323 |
|
|
2019
Q2 | $3.76M | Hold |
35,145
| – | – | 0.03% | 323 |
|
|
2019
Q1 | $3.76M | Buy |
35,145
+32,816
| +1,409% | +$2.71M | 0.03% | 323 |
|
|
2018
Q4 | $171K | Buy |
2,329
+458
| +24% | +$35.4K | ﹤0.01% | 631 |
|
|
2018
Q3 | $154K | Buy |
1,871
+577
| +45% | +$45.3K | ﹤0.01% | 557 |
|
|
2018
Q2 | $96K | Hold |
1,294
| – | – | ﹤0.01% | 525 |
|
|
2018
Q1 | $92K | Buy |
1,294
+1,212
| +1,478% | +$85.2K | ﹤0.01% | 458 |
|
|
2017
Q4 | $5K | Buy |
82
+28
| +52% | +$1.81K | ﹤0.01% | 1084 |
|
|
2017
Q3 | $3K | Hold |
54
| – | – | ﹤0.01% | 1199 |
|
|
2017
Q2 | $3K | Hold |
54
| – | – | ﹤0.01% | 956 |
|
|
2017
Q1 | $3K | Buy |
+54
| New | +$3.03K | ﹤0.01% | 936 |
|
Other funds holding FISV
VCM
VPM
Carson Wealth (CWM LLC)'s FISV Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Fiserv Inc (FISV) stake by 141% in Q1 2026, buying an estimated $3.63M and bringing the position to 100,347 shares worth $5.6M. The position accounts for 0.01% of the portfolio, ranked #758.
Carson Wealth (CWM LLC) first reported a position in FISV in Q1 2017 and has held it in 36 quarters since. The position peaked at $9.75M in Q3 2025. 1,259 funds tracked by Wall St. Rank hold FISV as of Q1 2026.
- Carson Wealth (CWM LLC) held 100,347 shares of Fiserv Inc worth $5.6M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 58,730 Fiserv Inc shares in Q1 2026, an estimated $3.63M.
- Fiserv Inc made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #758 holding.
- Carson Wealth (CWM LLC) first reported a position in Fiserv Inc in Q1 2017 and has held it in 36 quarters since.
- Carson Wealth (CWM LLC)'s Fiserv Inc position peaked at $9.75M in Q3 2025.
- 1,259 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.