Court Place Advisors’s Fiserv Inc FISV Stock Holding History

Court Place Advisors’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 Q3	$890K	Hold	6,900	–	–	0.27%	72
2025 Q2	$1.19M	Sell	6,900 -265	-4%	-$48.1K	0.37%	58
2025 Q1	$1.58M	Buy	7,165 +67	+0.9%	+$14.7K	0.52%	43
2024 Q4	$1.46M	Sell	7,098 -150	-2%	-$30.6K	0.47%	47
2024 Q3	$1.3M	Sell	7,248 -310	-4%	-$51.1K	0.38%	60
2024 Q2	$1.13M	Buy	7,558 +710	+10%	+$107K	0.35%	64
2024 Q1	$1.09M	Sell	6,848 -1,090	-14%	-$159K	0.35%	65
2023 Q4	$1.05M	Sell	7,938 -640	-7%	-$78.5K	0.35%	69
2023 Q3	$969K	Buy	8,578 +4,210	+96%	+$518K	0.34%	66
2023 Q2	$551K	Hold	4,368	–	–	0.19%	92
2023 Q1	$494K	Hold	4,368	–	–	0.18%	99
2022 Q4	$441K	Buy	+4,368	New	+$435K	0.16%	107
2022 Q1	–	Sell	-10,315	Closed	-$1.07M	–	180
2021 Q4	$1.07M	Hold	10,315	–	–	0.3%	79
2021 Q3	$1.12M	Hold	10,315	–	–	0.33%	76
2021 Q2	$1.1M	Hold	10,315	–	–	0.32%	78
2021 Q1	$1.23M	Hold	10,315	–	–	0.38%	71
2020 Q4	$1.17M	Hold	10,315	–	–	0.39%	68
2020 Q3	$1.06M	Hold	10,315	–	–	0.4%	65
2020 Q2	$1.01M	Hold	10,315	–	–	0.39%	66
2020 Q1	$980K	Sell	10,315 -100	-1%	-$11.1K	0.44%	57
2019 Q4	$1.2M	Sell	10,415 -438	-4%	-$48.4K	0.43%	60
2019 Q3	$1.12M	Hold	10,853	–	–	0.44%	60
2019 Q2	$989K	Hold	10,853	–	–	0.39%	65
2019 Q1	$958K	Sell	10,853 -60	-0.5%	-$4.95K	0.39%	67
2018 Q4	$802K	Sell	10,913 -417	-4%	-$32.2K	0.37%	69
2018 Q3	$933K	Hold	11,330	–	–	0.35%	68
2018 Q2	$839K	Hold	11,330	–	–	0.35%	69
2018 Q1	$808K	Hold	11,330	–	–	0.34%	68
2017 Q4	$743K	Sell	11,330 -568	-5%	-$36.7K	0.31%	76
2017 Q3	$767K	Sell	11,898 -100	-0.8%	-$6.21K	0.34%	72
2017 Q2	$734K	Hold	11,998	–	–	0.35%	71
2017 Q1	$692K	Hold	11,998	–	–	0.34%	73
2016 Q4	$638K	Sell	11,998 -796	-6%	-$40.9K	0.33%	73
2016 Q3	$636K	Hold	12,794	–	–	0.35%	66
2016 Q2	$696K	Hold	12,794	–	–	0.4%	61
2016 Q1	$656K	Hold	12,794	–	–	0.41%	61
2015 Q4	$585K	Hold	12,794	–	–	0.37%	63
2015 Q3	$554K	Sell	12,794 -1,066	-8%	-$46.1K	0.38%	62
2015 Q2	$574K	Hold	13,860	–	–	0.37%	67
2015 Q1	$550K	Hold	13,860	–	–	0.35%	70
2014 Q4	$492K	Hold	13,860	–	–	0.32%	75
2014 Q3	$448K	Hold	13,860	–	–	0.31%	74
2014 Q2	$418K	Hold	13,860	–	–	0.29%	80
2014 Q1	$393K	Hold	13,860	–	–	0.29%	77
2013 Q4	$409K	Buy	+13,860	New	+$374K	0.31%	71

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Court Place Advisors's FISV Position: Q3 2025 in Review

Court Place Advisors held its Fiserv Inc (FISV) position steady in Q3 2025 at 6,900 shares worth $890K. The position accounts for 0.27% of the portfolio, ranked #72.

Court Place Advisors first reported a position in FISV in Q4 2013 and has held it in 45 quarters since. The position peaked at $1.58M in Q1 2025. 1,732 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

Court Place Advisors held 6,900 shares of Fiserv Inc worth $890K as of Q3 2025.
Court Place Advisors left its Fiserv Inc share count unchanged in Q3 2025.
Fiserv Inc made up 0.27% of Court Place Advisors's portfolio in Q3 2025, its #72 holding.
Court Place Advisors first reported a position in Fiserv Inc in Q4 2013 and has held it in 45 quarters since.
Court Place Advisors's Fiserv Inc position peaked at $1.58M in Q1 2025.
1,732 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Court Place Advisors's 13F filing for Q3 2025, filed 25 Nov 2025.