HHRDM
FISV

H&H Retirement Design & Management’s Fiserv Inc FISV Stock Holding History

H&H Retirement Design & 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
Q3 		– Sell
-1,959
Closed -$324K – 83
2025
Q2 		$324K Buy
1,959
+115
+6% +$20.9K 0.18% 68
2025
Q1 		$383K Sell
1,844
-2
-0.1% -$438 0.25% 60
2024
Q4 		$429K Sell
1,846
-251
-12% -$51.2K 0.26% 59
2024
Q3 		$407K Sell
2,097
-83
-4% -$13.7K 0.24% 61
2024
Q2 		$346K Buy
2,180
+24
+1% +$3.63K 0.21% 68
2024
Q1 		$321K Buy
+2,156
New +$314K 0.21% 65

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $166B AUM 43.98% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

H&H Retirement Design & Management's FISV Position: Q3 2025 in Review

H&H Retirement Design & Management sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 1,959 shares — an estimated $324K sold.

H&H Retirement Design & Management first reported a position in FISV in Q1 2024 and held it in 6 quarters. The position peaked at $429K in Q4 2024. 1,732 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • H&H Retirement Design & Management reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
  • H&H Retirement Design & Management sold 1,959 Fiserv Inc shares in Q3 2025, an estimated $324K.
  • H&H Retirement Design & Management first reported a position in Fiserv Inc in Q1 2024 and held it in 6 quarters.
  • H&H Retirement Design & Management's Fiserv Inc position peaked at $429K in Q4 2024.
  • 1,732 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on H&H Retirement Design & Management's 13F filing for Q3 2025, filed 12 Nov 2025.