FullCircle Wealth’s Fiserv Inc FISV Stock Holding History

FullCircle Wealth’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	–	Sell	-1,251	Closed	-$223K	–	261
2025 Q1	$223K	Buy	1,251 +47	+4%	+$10.3K	0.09%	213
2024 Q4	$277K	Buy	1,204 +43	+4%	+$8.78K	0.11%	163
2024 Q3	$234K	Buy	+1,161	New	+$192K	0.1%	165

Other funds holding FISV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

FullCircle Wealth's FISV Position: Q2 2025 in Review

FullCircle Wealth sold out of Fiserv Inc (FISV) in Q2 2025, closing a stake of 1,251 shares — an estimated $223K sold.

FullCircle Wealth first reported a position in FISV in Q3 2024 and held it in 3 quarters. The position peaked at $277K in Q4 2024. 1,844 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

FullCircle Wealth reported no remaining Fiserv Inc position as of Q2 2025 after selling out during the quarter.
FullCircle Wealth sold 1,251 Fiserv Inc shares in Q2 2025, an estimated $223K.
FullCircle Wealth first reported a position in Fiserv Inc in Q3 2024 and held it in 3 quarters.
FullCircle Wealth's Fiserv Inc position peaked at $277K in Q4 2024.
1,844 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on FullCircle Wealth's 13F filing for Q2 2025, filed 5 Aug 2025.