Envestnet Portfolio Solutions’s Fiserv Inc FISV Stock Holding History

Envestnet Portfolio Solutions’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	$278K	Buy	5,662 +467	+9%	+$26.1K	﹤0.01%	1220
2026 Q1	$290K	Buy	5,195 +959	+23%	+$59.3K	﹤0.01%	1134
2025 Q4	$285K	Sell	4,236 -1,868	-31%	-$156K	﹤0.01%	1308
2025 Q3	$787K	Sell	6,104 -7,238	-54%	-$1.04M	﹤0.01%	832
2025 Q2	$2.3M	Sell	13,342 -1,685	-11%	-$306K	0.01%	524
2025 Q1	$3.32M	Sell	15,027 -18,954	-56%	-$4.15M	0.01%	465
2024 Q4	$6.98M	Buy	33,981 +5,727	+20%	+$1.17M	0.02%	320
2024 Q3	$5.08M	Sell	28,254 -336	-1%	-$55.4K	0.02%	388
2024 Q2	$4.26M	Buy	28,590 +1,487	+5%	+$225K	0.01%	407
2024 Q1	$4.33M	Sell	27,103 -1,740	-6%	-$253K	0.02%	413
2023 Q4	$3.83M	Sell	28,843 -2,677	-8%	-$329K	0.02%	405
2023 Q3	$3.56M	Buy	+31,520	New	+$3.88M	0.02%	392

Other funds holding FISV

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Envestnet Portfolio Solutions's FISV Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Fiserv Inc (FISV) stake by 9% in Q2 2026, buying an estimated $26.1K and bringing the position to 5,662 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #1220.

Envestnet Portfolio Solutions first reported a position in FISV in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.98M in Q4 2024. 1,145 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

Envestnet Portfolio Solutions held 5,662 shares of Fiserv Inc worth $278K as of Q2 2026.
Envestnet Portfolio Solutions bought 467 Fiserv Inc shares in Q2 2026, an estimated $26.1K.
Fiserv Inc made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1220 holding.
Envestnet Portfolio Solutions first reported a position in Fiserv Inc in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's Fiserv Inc position peaked at $6.98M in Q4 2024.
1,145 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.