FC
FISV

Forte Capital’s Fiserv Inc FISV Stock Holding History

Forte Capital’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
Q2 		$362K Sell
2,100
-627
-23% -$114K 0.04% 196
2025
Q1 		$602K Sell
2,727
-190
-7% -$41.6K 0.07% 159
2024
Q4 		$599K Hold
2,917
– – 0.07% 151
2024
Q3 		$524K Sell
2,917
-130
-4% -$21.4K 0.06% 164
2024
Q2 		$454K Hold
3,047
– – 0.05% 162
2024
Q1 		$487K Hold
3,047
– – 0.06% 162
2023
Q4 		$405K Sell
3,047
-116
-4% -$14.2K 0.06% 161
2023
Q3 		$357K Buy
3,163
+300
+10% +$36.9K 0.06% 158
2023
Q2 		$361K Sell
2,863
-300
-9% -$35.3K 0.05% 158
2023
Q1 		$358K Sell
3,163
-63
-2% -$6.93K 0.05% 157
2022
Q4 		$326K Buy
3,226
+63
+2% +$6.27K 0.06% 163
2022
Q3 		$296K Hold
3,163
– – 0.05% 158
2022
Q2 		$281K Sell
3,163
-25
-0.8% -$2.42K 0.05% 163
2022
Q1 		$331K Hold
3,188
– – 0.04% 175
2021
Q4 		$331K Sell
3,188
-110
-3% -$11.4K 0.04% 175
2021
Q3 		$358K Sell
3,298
-215
-6% -$24K 0.05% 169
2021
Q2 		$376K Buy
3,513
+1,167
+50% +$136K 0.05% 167
2021
Q1 		$279K Buy
2,346
+215
+10% +$24.7K 0.04% 179
2020
Q4 		$243K Sell
2,131
-32
-1% -$3.45K 0.04% 186
2020
Q3 		$223K Sell
2,163
-24
-1% -$2.39K 0.04% 171
2020
Q2 		$213K Buy
+2,187
New +$220K 0.04% 170

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Forte Capital's FISV Position: Q2 2025 in Review

Forte Capital reduced its Fiserv Inc (FISV) stake by 23% in Q2 2025, selling an estimated $114K and leaving 2,100 shares worth $362K. The position accounts for 0.04% of the portfolio, ranked #196.

Forte Capital first reported a position in FISV in Q2 2020 and has held it in 21 quarters since. The position peaked at $602K in Q1 2025. 1,844 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

  • Forte Capital held 2,100 shares of Fiserv Inc worth $362K as of Q2 2025.
  • Forte Capital sold 627 Fiserv Inc shares in Q2 2025, an estimated $114K.
  • Fiserv Inc made up 0.04% of Forte Capital's portfolio in Q2 2025, its #196 holding.
  • Forte Capital first reported a position in Fiserv Inc in Q2 2020 and has held it in 21 quarters since.
  • Forte Capital's Fiserv Inc position peaked at $602K in Q1 2025.
  • 1,844 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on Forte Capital's 13F filing for Q2 2025, filed 15 Jul 2025.