DWM
FISV

Dechtman Wealth Management’s Fiserv Inc FISV Stock Holding History

Dechtman 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
2024
Q4 		$449K Hold
2,188
– – 0.09% 38
2024
Q3 		$393K Hold
2,188
– – 0.08% 44
2024
Q2 		$326K Hold
2,188
– – 0.07% 44
2024
Q1 		$350K Hold
2,188
– – 0.08% 46
2023
Q4 		$290K Hold
2,188
– – 0.08% 45
2023
Q3 		$247K Hold
2,188
– – 0.07% 45
2023
Q2 		$276K Buy
+2,188
New +$258K 0.08% 44

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Dechtman Wealth Management's FISV Position: Q4 2024 in Review

Dechtman Wealth Management held its Fiserv Inc (FISV) position steady in Q4 2024 at 2,188 shares worth $449K. The position accounts for 0.09% of the portfolio, ranked #38.

Dechtman Wealth Management first reported a position in FISV in Q2 2023 and has held it in 7 quarters since. 1,904 funds tracked by Wall St. Rank hold FISV as of Q4 2024.

  • Dechtman Wealth Management held 2,188 shares of Fiserv Inc worth $449K as of Q4 2024.
  • Dechtman Wealth Management left its Fiserv Inc share count unchanged in Q4 2024.
  • Fiserv Inc made up 0.09% of Dechtman Wealth Management's portfolio in Q4 2024, its #38 holding.
  • Dechtman Wealth Management first reported a position in Fiserv Inc in Q2 2023 and has held it in 7 quarters since.
  • 1,904 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2024.

Based on Dechtman Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.