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
2024 Q2	–	Sell	-3,370	Closed	-$539K	–	186
2024 Q1	$539K	Buy	+3,370	New	+$491K	0.08%	81

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

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.