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

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return