CWP
FISV

Curated Wealth Partners’s Fiserv Inc FISV Stock Holding History

Curated Wealth Partners’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 		– Sell
-3,796
Closed -$654K – 163
2025
Q2 		$654K Buy
3,796
+614
+19% +$111K 0.08% 79
2025
Q1 		$703K Buy
3,182
+37
+1% +$8.1K 0.09% 72
2024
Q4 		$646K Buy
3,145
+295
+10% +$60.2K 0.07% 73
2024
Q3 		$512K Sell
2,850
-230
-7% -$37.9K 0.07% 78
2024
Q2 		$459K Buy
+3,080
New +$466K 0.06% 81
2024
Q1 		– Sell
-3,595
Closed -$524K – 189
2023
Q4 		$478K Buy
3,595
+241
+7% +$29.6K 0.08% 91
2023
Q3 		$379K Buy
3,354
+1,444
+76% +$178K 0.07% 90
2023
Q2 		$241K Hold
1,910
– – 0.05% 113
2023
Q1 		$216K Buy
+1,910
New +$210K 0.05% 117

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Curated Wealth Partners's FISV Position: Q3 2025 in Review

Curated Wealth Partners sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 3,796 shares — an estimated $654K sold.

Curated Wealth Partners first reported a position in FISV in Q1 2023 and held it in 9 quarters. The position peaked at $703K in Q1 2025. 1,732 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • Curated Wealth Partners reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
  • Curated Wealth Partners sold 3,796 Fiserv Inc shares in Q3 2025, an estimated $654K.
  • Curated Wealth Partners first reported a position in Fiserv Inc in Q1 2023 and held it in 9 quarters.
  • Curated Wealth Partners's Fiserv Inc position peaked at $703K in Q1 2025.
  • 1,732 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Curated Wealth Partners's 13F filing for Q3 2025, filed 9 Oct 2025.