CWM
FISV

Consultiva Wealth Management’s Fiserv Inc FISV Stock Holding History

Consultiva 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 		$2.85K Hold
51
– – 0.01% 239
2025
Q4 		$3.42K Hold
51
– – 0.01% 233
2025
Q3 		$6.58K Hold
51
– – 0.02% 220
2025
Q2 		$8.79K Hold
51
– – 0.03% 220
2025
Q1 		$11.3K Hold
51
– – 0.04% 198
2024
Q4 		$10.5K Buy
+51
New +$10.4K 0.05% 122

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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 $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Consultiva Wealth Management held its Fiserv Inc (FISV) position steady in Q1 2026 at 51 shares worth $2.85K. The position accounts for 0.01% of the portfolio, ranked #239.

Consultiva Wealth Management first reported a position in FISV in Q4 2024 and has held it in 6 quarters since. The position peaked at $11.3K in Q1 2025. 1,259 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Consultiva Wealth Management held 51 shares of Fiserv Inc worth $2.85K as of Q1 2026.
  • Consultiva Wealth Management left its Fiserv Inc share count unchanged in Q1 2026.
  • Fiserv Inc made up 0.01% of Consultiva Wealth Management's portfolio in Q1 2026, its #239 holding.
  • Consultiva Wealth Management first reported a position in Fiserv Inc in Q4 2024 and has held it in 6 quarters since.
  • Consultiva Wealth Management's Fiserv Inc position peaked at $11.3K in Q1 2025.
  • 1,259 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

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