Greenwood Gearhart’s Fiserv Inc FISV Stock Holding History

Greenwood Gearhart’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 Q1	–	Sell	-1,189	Closed	-$244K	–	115
2024 Q4	$244K	Buy	+1,189	New	+$243K	0.02%	120

Other funds holding FISV

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Greenwood Gearhart's FISV Position: Q1 2025 in Review

Greenwood Gearhart sold out of Fiserv Inc (FISV) in Q1 2025, closing a stake of 1,189 shares — an estimated $244K sold.

Greenwood Gearhart first reported a position in FISV in Q4 2024 and held it in 1 quarter. The position peaked at $244K in Q4 2024. 1,936 funds tracked by Wall St. Rank hold FISV as of Q1 2025.

Greenwood Gearhart reported no remaining Fiserv Inc position as of Q1 2025 after selling out during the quarter.
Greenwood Gearhart sold 1,189 Fiserv Inc shares in Q1 2025, an estimated $244K.
Greenwood Gearhart first reported a position in Fiserv Inc in Q4 2024 and held it in 1 quarter.
Greenwood Gearhart's Fiserv Inc position peaked at $244K in Q4 2024.
1,936 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2025.

Based on Greenwood Gearhart's 13F filing for Q1 2025, filed 6 May 2025.