Coastwise Capital Group’s Fiserv Inc FISV Stock Holding History

Coastwise Capital Group’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	-971	Closed	-$214K	–	127
2025 Q1	$214K	Buy	+971	New	+$213K	0.18%	113

Other funds holding FISV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Coastwise Capital Group's FISV Position: Q2 2025 in Review

Coastwise Capital Group sold out of Fiserv Inc (FISV) in Q2 2025, closing a stake of 971 shares — an estimated $214K sold.

Coastwise Capital Group first reported a position in FISV in Q1 2025 and held it in 1 quarter. The position peaked at $214K in Q1 2025. 1,844 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

Coastwise Capital Group reported no remaining Fiserv Inc position as of Q2 2025 after selling out during the quarter.
Coastwise Capital Group sold 971 Fiserv Inc shares in Q2 2025, an estimated $214K.
Coastwise Capital Group first reported a position in Fiserv Inc in Q1 2025 and held it in 1 quarter.
Coastwise Capital Group's Fiserv Inc position peaked at $214K in Q1 2025.
1,844 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on Coastwise Capital Group's 13F filing for Q2 2025, filed 11 Jul 2025.