GLOBALT Investments’s Fiserv Inc FISV Stock Holding History

GLOBALT Investments’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 Q4	–	Sell	-2,867	Closed	-$370K	–	209
2025 Q3	$370K	Sell	2,867 -5,714	-67%	-$819K	0.01%	186
2025 Q2	$1.48M	Sell	8,581 -167	-2%	-$30.3K	0.06%	130
2025 Q1	$1.93M	Sell	8,748 -3,859	-31%	-$845K	0.08%	117
2024 Q4	$2.59M	Sell	12,607 -178	-1%	-$36.3K	0.1%	108
2024 Q3	$2.3M	Buy	12,785 +306	+2%	+$50.5K	0.09%	114
2024 Q2	$1.86M	Buy	12,479 +27	+0.2%	+$4.09K	0.07%	120
2024 Q1	$1.99M	Buy	12,452 +1,070	+9%	+$156K	0.08%	117
2023 Q4	$1.51M	Buy	+11,382	New	+$1.4M	0.06%	126

Other funds holding FISV

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

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

GLOBALT Investments's FISV Position: Q4 2025 in Review

GLOBALT Investments sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 2,867 shares — an estimated $370K sold.

GLOBALT Investments first reported a position in FISV in Q4 2023 and held it in 8 quarters. The position peaked at $2.59M in Q4 2024. 1,396 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

GLOBALT Investments reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
GLOBALT Investments sold 2,867 Fiserv Inc shares in Q4 2025, an estimated $370K.
GLOBALT Investments first reported a position in Fiserv Inc in Q4 2023 and held it in 8 quarters.
GLOBALT Investments's Fiserv Inc position peaked at $2.59M in Q4 2024.
1,396 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on GLOBALT Investments's 13F filing for Q4 2025, filed 6 Feb 2026.