Grandfield & Dodd’s Fiserv Inc FISV Stock Holding History

Grandfield & Dodd’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	-3,190	Closed	-$411K	–	211
2025 Q3	$411K	Sell	3,190 -256	-7%	-$36.7K	0.02%	152
2025 Q2	$594K	Hold	3,446	–	–	0.03%	127
2025 Q1	$761K	Hold	3,446	–	–	0.05%	115
2024 Q4	$708K	Hold	3,446	–	–	0.04%	122
2024 Q3	$619K	Hold	3,446	–	–	0.04%	130
2024 Q2	$514K	Sell	3,446 -98	-3%	-$14.8K	0.03%	137
2024 Q1	$566K	Hold	3,544	–	–	0.04%	133
2023 Q4	$471K	Buy	3,544 +183	+5%	+$22.5K	0.03%	136
2023 Q3	$380K	Hold	3,361	–	–	0.03%	146
2023 Q2	$424K	Buy	3,361 +1	+0%	+$118	0.03%	144
2023 Q1	$380K	Hold	3,360	–	–	0.03%	150
2022 Q4	$340K	Sell	3,360 -106	-3%	-$10.6K	0.02%	153
2022 Q3	$320K	Sell	3,466 -115	-3%	-$11.7K	0.03%	150
2022 Q2	$320K	Sell	3,581 -747	-17%	-$72.5K	0.03%	154
2022 Q1	$440K	Hold	4,328	–	–	0.03%	146
2021 Q4	$450K	Buy	4,328 +217	+5%	+$22.4K	0.03%	147
2021 Q3	$450K	Hold	4,111	–	–	0.03%	145
2021 Q2	$440K	Sell	4,111 -2,000	-33%	-$233K	0.03%	141
2021 Q1	$730K	Sell	6,111 -490	-7%	-$56.2K	0.05%	114
2020 Q4	$750K	Hold	6,601	–	–	0.06%	113
2020 Q3	$680K	Sell	6,601 -12	-0.2%	-$1.2K	0.06%	110
2020 Q2	$650K	Sell	6,613 -52	-0.8%	-$5.24K	0.06%	108
2020 Q1	$633K	Buy	6,665 +64	+1%	+$7.11K	0.07%	106
2019 Q4	$763K	Hold	6,601	–	–	0.07%	111
2019 Q3	$684K	Buy	6,601 +105	+2%	+$10.7K	0.07%	111
2019 Q2	$592K	Sell	6,496 -800	-11%	-$70.1K	0.06%	120
2019 Q1	$644K	Buy	7,296 +248	+4%	+$20.5K	0.07%	114
2018 Q4	$518K	Hold	7,048	–	–	0.06%	119
2018 Q3	$581K	Hold	7,048	–	–	0.06%	121
2018 Q2	$522K	Sell	7,048 -454	-6%	-$33K	0.06%	125
2018 Q1	$535K	Hold	7,502	–	–	0.06%	117
2017 Q4	$492K	Buy	7,502 +4	+0.1%	+$258	0.05%	132
2017 Q3	$483K	Sell	7,498 -1,600	-18%	-$99.4K	0.05%	132
2017 Q2	$557K	Hold	9,098	–	–	0.07%	119
2017 Q1	$525K	Hold	9,098	–	–	0.06%	122
2016 Q4	$483K	Hold	9,098	–	–	0.06%	124
2016 Q3	$452K	Sell	9,098 -400	-4%	-$21K	0.06%	125
2016 Q2	$516K	Hold	9,498	–	–	0.07%	111
2016 Q1	$487K	Hold	9,498	–	–	0.07%	110
2015 Q4	$434K	Sell	9,498 -200	-2%	-$9.39K	0.07%	115
2015 Q3	$420K	Hold	9,698	–	–	0.07%	116
2015 Q2	$402K	Buy	9,698 +178	+2%	+$7.16K	0.06%	124
2015 Q1	$378K	Hold	9,520	–	–	0.06%	125
2014 Q4	$338K	Sell	9,520 -2,400	-20%	-$82.2K	0.05%	132
2014 Q3	$385K	Hold	11,920	–	–	0.06%	122
2014 Q2	$360K	Sell	11,920 -1,620	-12%	-$48K	0.05%	141
2014 Q1	$384K	Hold	13,540	–	–	0.06%	134
2013 Q4	$400K	Hold	13,540	–	–	0.07%	123
2013 Q3	$342K	Hold	13,540	–	–	0.06%	133
2013 Q2	$296K	Buy	+13,540	New	+$297K	0.06%	140

Other funds holding FISV

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 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 $75.4B AUM 14.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Grandfield & Dodd's FISV Position: Q4 2025 in Review

Grandfield & Dodd sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 3,190 shares — an estimated $411K sold.

Grandfield & Dodd first reported a position in FISV in Q2 2013 and held it in 50 quarters. The position peaked at $763K in Q4 2019. 1,399 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

Grandfield & Dodd reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
Grandfield & Dodd sold 3,190 Fiserv Inc shares in Q4 2025, an estimated $411K.
Grandfield & Dodd first reported a position in Fiserv Inc in Q2 2013 and held it in 50 quarters.
Grandfield & Dodd's Fiserv Inc position peaked at $763K in Q4 2019.
1,399 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Grandfield & Dodd's 13F filing for Q4 2025, filed 10 Feb 2026.