GA
FISV

Geller Advisors’s Fiserv Inc FISV Stock Holding History

Geller Advisors’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 		$536K Sell
2,610
-72
-3% -$14.7K 0.04% 124
2024
Q3 		$482K Sell
2,682
-722
-21% -$119K 0.03% 143
2024
Q2 		$507K Sell
3,404
-38
-1% -$5.75K 0.04% 139
2024
Q1 		$550K Buy
3,442
+79
+2% +$11.5K 0.04% 126
2023
Q4 		$447K Buy
3,363
+22
+0.7% +$2.7K 0.04% 147
2023
Q3 		$377K Sell
3,341
-37
-1% -$4.56K 0.04% 155
2023
Q2 		$426K Buy
3,378
+543
+19% +$63.9K 0.05% 145
2023
Q1 		$320K Buy
2,835
+365
+15% +$40.2K 0.05% 115
2022
Q4 		$250K Buy
2,470
+33
+1% +$3.29K 0.04% 119
2022
Q3 		$228K Buy
+2,437
New +$248K 0.05% 112
2022
Q2 		– Sell
-2,012
Closed -$204K – 146
2022
Q1 		$204K Sell
2,012
-78
-4% -$7.89K 0.04% 166
2021
Q4 		$217K Buy
2,090
+3
+0.1% +$310 0.04% 164
2021
Q3 		$226K Buy
+2,087
New +$233K 0.05% 134

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

Geller Advisors's FISV Position: Q4 2024 in Review

Geller Advisors reduced its Fiserv Inc (FISV) stake by 2.7% in Q4 2024, selling an estimated $14.7K and leaving 2,610 shares worth $536K. The position accounts for 0.04% of the portfolio, ranked #124.

Geller Advisors first reported a position in FISV in Q3 2021 and has held it in 13 quarters since. The position peaked at $550K in Q1 2024. 1,897 funds tracked by Wall St. Rank hold FISV as of Q4 2024.

  • Geller Advisors held 2,610 shares of Fiserv Inc worth $536K as of Q4 2024.
  • Geller Advisors sold 72 Fiserv Inc shares in Q4 2024, an estimated $14.7K.
  • Fiserv Inc made up 0.04% of Geller Advisors's portfolio in Q4 2024, its #124 holding.
  • Geller Advisors first reported a position in Fiserv Inc in Q3 2021 and has held it in 13 quarters since.
  • Geller Advisors's Fiserv Inc position peaked at $550K in Q1 2024.
  • 1,897 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.