GSWM
FISV

Greenup Street Wealth Management’s Fiserv Inc FISV Stock Holding History

Greenup Street Wealth Management’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
-15,797
Closed -$2.04M – 141
2025
Q3 		$2.04M Buy
+15,797
New +$2.26M 0.31% 55
2023
Q2 		– Sell
-4,175
Closed -$472K – 99
2023
Q1 		$472K Buy
+4,175
New +$459K 0.17% 61
2022
Q1 		– Sell
-3,396
Closed -$352K – 88
2021
Q4 		$352K Buy
+3,396
New +$351K 0.21% 69

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 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

Greenup Street Wealth Management's FISV Position: Q4 2025 in Review

Greenup Street Wealth Management sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 15,797 shares — an estimated $2.04M sold.

Greenup Street Wealth Management first reported a position in FISV in Q4 2021 and held it in 3 quarters. The position peaked at $2.04M in Q3 2025. 1,401 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Greenup Street Wealth Management reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Greenup Street Wealth Management sold 15,797 Fiserv Inc shares in Q4 2025, an estimated $2.04M.
  • Greenup Street Wealth Management first reported a position in Fiserv Inc in Q4 2021 and held it in 3 quarters.
  • Greenup Street Wealth Management's Fiserv Inc position peaked at $2.04M in Q3 2025.
  • 1,401 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Greenup Street Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.