CWM
FISV

CMH Wealth Management’s Fiserv Inc FISV Stock Holding History

CMH 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
Q4 		– Sell
-86,676
Closed -$11.2M – 55
2025
Q3 		$11.2M Buy
86,676
+28,729
+50% +$4.12M 2.38% 14
2025
Q2 		$9.99M Buy
57,947
+18,130
+46% +$3.29M 2.33% 12
2025
Q1 		$8.79M Buy
39,817
+320
+0.8% +$70.1K 2.2% 18
2024
Q4 		$8.11M Sell
39,497
-877
-2% -$179K 1.86% 22
2024
Q3 		$7.25M Sell
40,374
-976
-2% -$161K 1.71% 27
2024
Q2 		$6.16M Sell
41,350
-400
-1% -$60.5K 1.52% 33
2024
Q1 		$6.67M Sell
41,750
-5,251
-11% -$765K 1.7% 27
2023
Q4 		$6.24M Buy
47,001
+219
+0.5% +$26.9K 1.51% 30
2023
Q3 		$5.28M Sell
46,782
-220
-0.5% -$27.1K 1.48% 31
2023
Q2 		$5.93M Buy
47,002
+482
+1% +$56.7K 1.59% 27
2023
Q1 		$5.26M Sell
46,520
-21,624
-32% -$2.38M 1.52% 28
2022
Q4 		$6.89M Buy
68,144
+804
+1% +$80.1K 2.21% 14
2022
Q3 		$6.3M Buy
67,340
+2,298
+4% +$234K 2.31% 13
2022
Q2 		$5.79M Buy
65,042
+13,160
+25% +$1.28M 2.09% 13
2022
Q1 		$5.26M Buy
51,882
+4,068
+9% +$412K 1.62% 21
2021
Q4 		$4.96M Sell
47,814
-14,764
-24% -$1.53M 1.5% 25
2021
Q3 		$6.79M Buy
62,578
+3,744
+6% +$418K 2.23% 17
2021
Q2 		$6.29M Buy
58,834
+2,738
+5% +$318K 2.1% 19
2021
Q1 		$6.68M Buy
56,096
+17,854
+47% +$2.05M 2.52% 15
2020
Q4 		$4.35M Sell
38,242
-44
-0.1% -$4.74K 1.59% 25
2020
Q3 		$3.94M Buy
38,286
+16,569
+76% +$1.65M 1.69% 22
2020
Q2 		$2.12M Sell
21,717
-76
-0.3% -$7.65K 1.01% 39
2020
Q1 		$2.07M Buy
21,793
+2,933
+16% +$326K 1.21% 39
2019
Q4 		$2.18M Sell
18,860
-165
-0.9% -$18.2K 1.12% 41
2019
Q3 		$1.97M Buy
19,025
+5
+0% +$510 1.12% 43
2019
Q2 		$1.73M Buy
+19,020
New +$1.67M 1.02% 42

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

CMH Wealth Management's FISV Position: Q4 2025 in Review

CMH Wealth Management sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 86,676 shares — an estimated $11.2M sold.

CMH Wealth Management first reported a position in FISV in Q2 2019 and held it in 26 quarters. The position peaked at $11.2M in Q3 2025. 1,398 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • CMH Wealth Management reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • CMH Wealth Management sold 86,676 Fiserv Inc shares in Q4 2025, an estimated $11.2M.
  • CMH Wealth Management first reported a position in Fiserv Inc in Q2 2019 and held it in 26 quarters.
  • CMH Wealth Management's Fiserv Inc position peaked at $11.2M in Q3 2025.
  • 1,398 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on CMH Wealth Management's 13F filing for Q4 2025, filed 13 Jan 2026.