Elevated Capital Advisors’s Fiserv Inc FISV Stock Holding History

Elevated Capital Advisors’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 Q1	–	Sell	-10	Closed	-$672	–	855
2025 Q4	$672	Buy	+10	New	+$837	﹤0.01%	743

Other funds holding FISV

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Elevated Capital Advisors's FISV Position: Q1 2026 in Review

Elevated Capital Advisors sold out of Fiserv Inc (FISV) in Q1 2026, closing a stake of 10 shares — an estimated $672 sold.

Elevated Capital Advisors first reported a position in FISV in Q4 2025 and held it in 1 quarter. The position peaked at $672 in Q4 2025. 1,259 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

Elevated Capital Advisors reported no remaining Fiserv Inc position as of Q1 2026 after selling out during the quarter.
Elevated Capital Advisors sold 10 Fiserv Inc shares in Q1 2026, an estimated $672.
Elevated Capital Advisors first reported a position in Fiserv Inc in Q4 2025 and held it in 1 quarter.
Elevated Capital Advisors's Fiserv Inc position peaked at $672 in Q4 2025.
1,259 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Elevated Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.