EWS
FISV

Eagle Wealth Strategies’s Fiserv Inc FISV Stock Holding History

Eagle Wealth Strategies’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
Q1 		– Sell
-1,413
Closed -$290K – 101
2024
Q4 		$290K Hold
1,413
– – 0.21% 71
2024
Q3 		$254K Sell
1,413
-331
-19% -$54.6K 0.19% 91
2024
Q2 		$260K Buy
+1,744
New +$264K 0.21% 75

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Eagle Wealth Strategies's FISV Position: Q1 2025 in Review

Eagle Wealth Strategies sold out of Fiserv Inc (FISV) in Q1 2025, closing a stake of 1,413 shares — an estimated $290K sold.

Eagle Wealth Strategies first reported a position in FISV in Q2 2024 and held it in 3 quarters. The position peaked at $290K in Q4 2024. 1,934 funds tracked by Wall St. Rank hold FISV as of Q1 2025.

  • Eagle Wealth Strategies reported no remaining Fiserv Inc position as of Q1 2025 after selling out during the quarter.
  • Eagle Wealth Strategies sold 1,413 Fiserv Inc shares in Q1 2025, an estimated $290K.
  • Eagle Wealth Strategies first reported a position in Fiserv Inc in Q2 2024 and held it in 3 quarters.
  • Eagle Wealth Strategies's Fiserv Inc position peaked at $290K in Q4 2024.
  • 1,934 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2025.

Based on Eagle Wealth Strategies's 13F filing for Q1 2025, filed 14 Apr 2025.