GDS Wealth Management’s Fiserv Inc FISV Stock Holding History

GDS Wealth 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
2026 Q1	–	Sell	-189,487	Closed	-$12.7M	–	203
2025 Q4	$12.7M	Buy	189,487 +99,831	+111%	+$8.36M	0.8%	48
2025 Q3	$11.6M	Buy	89,656 +8,373	+10%	+$1.2M	0.76%	57
2025 Q2	$14M	Buy	81,283 +3,134	+4%	+$568K	1.02%	40
2025 Q1	$17.3M	Buy	78,149 +2,248	+3%	+$492K	1.47%	24
2024 Q4	$15.6M	Buy	75,901 +3,395	+5%	+$693K	1.42%	28
2024 Q3	$13M	Buy	72,506 +6,417	+10%	+$1.06M	1.27%	38
2024 Q2	$9.85M	Buy	66,089 +7,917	+14%	+$1.2M	1.08%	46
2024 Q1	$9.3M	Buy	58,172 +9,663	+20%	+$1.41M	1.09%	46
2023 Q4	$6.44M	Buy	48,509 +10,320	+27%	+$1.27M	0.87%	49
2023 Q3	$4.31M	Buy	38,189 +5,931	+18%	+$730K	0.68%	48
2023 Q2	$4.07M	Buy	32,258 +2,777	+9%	+$327K	0.66%	46
2023 Q1	$3.33M	Buy	29,481 +13,131	+80%	+$1.44M	0.59%	48
2022 Q4	$1.65M	Buy	+16,350	New	+$1.63M	0.32%	49

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 $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

GDS Wealth Management's FISV Position: Q1 2026 in Review

GDS Wealth Management sold out of Fiserv Inc (FISV) in Q1 2026, closing a stake of 189,487 shares — an estimated $12.7M sold.

GDS Wealth Management first reported a position in FISV in Q4 2022 and held it in 13 quarters. The position peaked at $17.3M in Q1 2025. 1,259 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

GDS Wealth Management reported no remaining Fiserv Inc position as of Q1 2026 after selling out during the quarter.
GDS Wealth Management sold 189,487 Fiserv Inc shares in Q1 2026, an estimated $12.7M.
GDS Wealth Management first reported a position in Fiserv Inc in Q4 2022 and held it in 13 quarters.
GDS Wealth Management's Fiserv Inc position peaked at $17.3M in Q1 2025.
1,259 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on GDS Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.