GA
FISV

Goldstein Advisors’s Fiserv Inc FISV Stock Holding History

Goldstein 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
2025
Q3 		– Sell
-1,500
Closed -$259K – 208
2025
Q2 		$259K Sell
1,500
-242
-14% -$43.9K 0.03% 154
2025
Q1 		$385K Buy
1,742
+20
+1% +$4.38K 0.06% 112
2024
Q4 		$354K Sell
1,722
-11
-0.6% -$2.25K 0.05% 117
2024
Q3 		$311K Sell
1,733
-160
-8% -$26.4K 0.05% 123
2024
Q2 		$282K Buy
1,893
+7
+0.4% +$1.06K 0.05% 122
2024
Q1 		$301K Sell
1,886
-1
-0.1% -$146 0.05% 115
2023
Q4 		$251K Sell
1,887
-99
-5% -$12.1K 0.04% 152
2023
Q3 		$224K Buy
1,986
+20
+1% +$2.46K 0.05% 128
2023
Q2 		$248K Sell
1,966
-29
-1% -$3.41K 0.05% 121
2023
Q1 		$225K Sell
1,995
-22
-1% -$2.42K 0.05% 126
2022
Q4 		$204K Buy
+2,017
New +$201K 0.05% 133

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldstein Advisors's FISV Position: Q3 2025 in Review

Goldstein Advisors sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 1,500 shares — an estimated $259K sold.

Goldstein Advisors first reported a position in FISV in Q4 2022 and held it in 11 quarters. The position peaked at $385K in Q1 2025. 1,734 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • Goldstein Advisors reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
  • Goldstein Advisors sold 1,500 Fiserv Inc shares in Q3 2025, an estimated $259K.
  • Goldstein Advisors first reported a position in Fiserv Inc in Q4 2022 and held it in 11 quarters.
  • Goldstein Advisors's Fiserv Inc position peaked at $385K in Q1 2025.
  • 1,734 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Goldstein Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.