DWM
FISV

Darwin Wealth Management’s Fiserv Inc FISV Stock Holding History

Darwin 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
Q2 		$6.17K Sell
125
-32
-20% -$1.79K ﹤0.01% 425
2026
Q1 		$8.76K Sell
157
-15
-9% -$928 ﹤0.01% 370
2025
Q4 		$11.6K Sell
172
-8,277
-98% -$693K ﹤0.01% 364
2025
Q3 		$1.09M Buy
8,449
+351
+4% +$50.3K 0.35% 71
2025
Q2 		$1.4M Buy
8,098
+3,377
+72% +$612K 0.48% 63
2025
Q1 		$970K Hold
4,721
– – 0.33% 73
2024
Q4 		$970K Sell
4,721
-3,346
-41% -$683K 0.33% 73
2024
Q3 		$1.45M Buy
+8,067
New +$1.33M 0.4% 68
2024
Q2 		– Sell
-9,127
Closed -$1.46M – 98
2024
Q1 		$1.46M Sell
9,127
-1,183
-11% -$172K 0.41% 69
2023
Q4 		$1.37M Sell
10,310
-813
-7% -$99.8K 0.37% 70
2023
Q3 		$1.26M Buy
11,123
+318
+3% +$39.2K 0.34% 74
2023
Q2 		$1.37M Buy
10,805
+2,329
+27% +$274K 0.35% 71
2023
Q1 		$993K Buy
+8,476
New +$932K 0.27% 80
2020
Q2 		– Sell
-414
Closed -$39K – 354
2020
Q1 		$39K Buy
+414
New +$46K 0.01% 270

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Darwin Wealth Management's FISV Position: Q2 2026 in Review

Darwin Wealth Management reduced its Fiserv Inc (FISV) stake by 20% in Q2 2026, selling an estimated $1.79K and leaving 125 shares worth $6.17K. The position accounts for ﹤0.01% of the portfolio, ranked #425.

Darwin Wealth Management first reported a position in FISV in Q1 2020 and has held it in 14 quarters since. The position peaked at $1.46M in Q1 2024. 1,145 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Darwin Wealth Management held 125 shares of Fiserv Inc worth $6.17K as of Q2 2026.
  • Darwin Wealth Management sold 32 Fiserv Inc shares in Q2 2026, an estimated $1.79K.
  • Fiserv Inc made up ﹤0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #425 holding.
  • Darwin Wealth Management first reported a position in Fiserv Inc in Q1 2020 and has held it in 14 quarters since.
  • Darwin Wealth Management's Fiserv Inc position peaked at $1.46M in Q1 2024.
  • 1,145 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.