CWM
FISV

Centricity Wealth Management’s Fiserv Inc FISV Stock Holding History

Centricity 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 		$58.4K Sell
339
-45
-12% -$8.16K 0.05% 154
2025
Q1 		$84.8K Hold
384
– – 0.08% 123
2024
Q4 		$78.9K Buy
+384
New +$78.4K 0.07% 130

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 $191B AUM 17.5% 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 $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Centricity Wealth Management's FISV Position: Q2 2025 in Review

Centricity Wealth Management reduced its Fiserv Inc (FISV) stake by 12% in Q2 2025, selling an estimated $8.16K and leaving 339 shares worth $58.4K. The position accounts for 0.05% of the portfolio, ranked #154.

Centricity Wealth Management first reported a position in FISV in Q4 2024 and has held it in 3 quarters since. The position peaked at $84.8K in Q1 2025. 1,847 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

  • Centricity Wealth Management held 339 shares of Fiserv Inc worth $58.4K as of Q2 2025.
  • Centricity Wealth Management sold 45 Fiserv Inc shares in Q2 2025, an estimated $8.16K.
  • Fiserv Inc made up 0.05% of Centricity Wealth Management's portfolio in Q2 2025, its #154 holding.
  • Centricity Wealth Management first reported a position in Fiserv Inc in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Fiserv Inc position peaked at $84.8K in Q1 2025.
  • 1,847 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.