EWM
FISV

Elevatus Welath Management’s Fiserv Inc FISV Stock Holding History

Elevatus Welath 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 		– Sell
-27,887
Closed -$5.01M – 111
2024
Q3 		$5.01M Buy
27,887
+16,097
+137% +$2.66M 1.64% 19
2024
Q2 		$1.76M Sell
11,790
-13,239
-53% -$2M 0.66% 43
2024
Q1 		$4M Buy
25,029
+778
+3% +$113K 1.58% 25
2023
Q4 		$3.22M Buy
+24,251
New +$2.98M 1.46% 24

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

Elevatus Welath Management's FISV Position: Q4 2024 in Review

Elevatus Welath Management sold out of Fiserv Inc (FISV) in Q4 2024, closing a stake of 27,887 shares — an estimated $5.01M sold.

Elevatus Welath Management first reported a position in FISV in Q4 2023 and held it in 4 quarters. The position peaked at $5.01M in Q3 2024. 1,897 funds tracked by Wall St. Rank hold FISV as of Q4 2024.

  • Elevatus Welath Management reported no remaining Fiserv Inc position as of Q4 2024 after selling out during the quarter.
  • Elevatus Welath Management sold 27,887 Fiserv Inc shares in Q4 2024, an estimated $5.01M.
  • Elevatus Welath Management first reported a position in Fiserv Inc in Q4 2023 and held it in 4 quarters.
  • Elevatus Welath Management's Fiserv Inc position peaked at $5.01M in Q3 2024.
  • 1,897 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2024.

Based on Elevatus Welath Management's 13F filing for Q4 2024, filed 13 Feb 2025.