CWM
FISV

Connecticut Wealth Management’s Fiserv Inc FISV Stock Holding History

Connecticut 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
2026
Q1 		– Sell
-4,056
Closed -$272K – 331
2025
Q4 		$272K Sell
4,056
-223
-5% -$18.7K 0.01% 277
2025
Q3 		$552K Buy
4,279
+1,711
+67% +$245K 0.02% 227
2025
Q2 		$443K Hold
2,568
– – 0.02% 224
2025
Q1 		$567K Sell
2,568
-1
-0% -$219 0.03% 199
2024
Q4 		$528K Buy
2,569
+184
+8% +$37.6K 0.03% 181
2024
Q3 		$428K Hold
2,385
– – 0.02% 230
2024
Q2 		$355K Sell
2,385
-60
-2% -$9.08K 0.02% 245
2024
Q1 		$391K Sell
2,445
-10
-0.4% -$1.46K 0.02% 242
2023
Q4 		$326K Buy
2,455
+350
+17% +$42.9K 0.02% 256
2023
Q3 		$238K Buy
2,105
+352
+20% +$43.4K 0.02% 261
2023
Q2 		$221K Buy
+1,753
New +$206K 0.02% 238

Other funds holding FISV

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Connecticut Wealth Management's FISV Position: Q1 2026 in Review

Connecticut Wealth Management sold out of Fiserv Inc (FISV) in Q1 2026, closing a stake of 4,056 shares — an estimated $272K sold.

Connecticut Wealth Management first reported a position in FISV in Q2 2023 and held it in 11 quarters. The position peaked at $567K in Q1 2025. 1,261 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Connecticut Wealth Management reported no remaining Fiserv Inc position as of Q1 2026 after selling out during the quarter.
  • Connecticut Wealth Management sold 4,056 Fiserv Inc shares in Q1 2026, an estimated $272K.
  • Connecticut Wealth Management first reported a position in Fiserv Inc in Q2 2023 and held it in 11 quarters.
  • Connecticut Wealth Management's Fiserv Inc position peaked at $567K in Q1 2025.
  • 1,261 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Connecticut Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.