Great Diamond Partners’s Fiserv Inc FISV Stock Holding History

Great Diamond Partners’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
2026 Q2	$211K	Sell	4,301 -469	-10%	-$26.2K	0.04%	234
2026 Q1	$266K	Buy	4,770 +194	+4%	+$12K	0.05%	206
2025 Q4	$307K	Sell	4,576 -2,646	-37%	-$222K	0.06%	192
2025 Q3	$931K	Buy	7,222 +203	+3%	+$29.1K	0.18%	116
2025 Q2	$1.21M	Buy	+7,019	New	+$1.27M	0.26%	92
2020 Q1	–	Sell	-561	Closed	-$64K	–	291
2019 Q4	$64K	Buy	+561	New	+$61.9K	0.02%	267

Other funds holding FISV

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Great Diamond Partners's FISV Position: Q2 2026 in Review

Great Diamond Partners reduced its Fiserv Inc (FISV) stake by 9.8% in Q2 2026, selling an estimated $26.2K and leaving 4,301 shares worth $211K. The position accounts for 0.04% of the portfolio, ranked #234.

Great Diamond Partners first reported a position in FISV in Q4 2019 and has held it in 6 quarters since. The position peaked at $1.21M in Q2 2025. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

Great Diamond Partners held 4,301 shares of Fiserv Inc worth $211K as of Q2 2026.
Great Diamond Partners sold 469 Fiserv Inc shares in Q2 2026, an estimated $26.2K.
Fiserv Inc made up 0.04% of Great Diamond Partners's portfolio in Q2 2026, its #234 holding.
Great Diamond Partners first reported a position in Fiserv Inc in Q4 2019 and has held it in 6 quarters since.
Great Diamond Partners's Fiserv Inc position peaked at $1.21M in Q2 2025.
823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.