CTWM
FISV

Cherry Tree Wealth Management’s Fiserv Inc FISV Stock Holding History

Cherry Tree 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
-89
Closed -$19.7K – 651
2025
Q1 		$19.7K Buy
89
+34
+62% +$7.44K ﹤0.01% 356
2024
Q4 		$11.3K Hold
55
– – ﹤0.01% 396
2024
Q3 		$9.88K Hold
55
– – ﹤0.01% 419
2024
Q2 		$8.2K Buy
+55
New +$8.33K ﹤0.01% 419

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Cherry Tree Wealth Management's FISV Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Fiserv Inc (FISV) in Q2 2025, closing a stake of 89 shares — an estimated $19.7K sold.

Cherry Tree Wealth Management first reported a position in FISV in Q2 2024 and held it in 4 quarters. The position peaked at $19.7K in Q1 2025. 1,844 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining Fiserv Inc position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 89 Fiserv Inc shares in Q2 2025, an estimated $19.7K.
  • Cherry Tree Wealth Management first reported a position in Fiserv Inc in Q2 2024 and held it in 4 quarters.
  • Cherry Tree Wealth Management's Fiserv Inc position peaked at $19.7K in Q1 2025.
  • 1,844 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.