HIP
FISV

Harrell Investment Partners’s Fiserv Inc FISV Stock Holding History

Harrell Investment 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
2025
Q3 		– Sell
-2,510
Closed -$433K – 125
2025
Q2 		$433K Sell
2,510
-10,333
-80% -$1.87M 0.11% 102
2025
Q1 		$2.84M Sell
12,843
-1,469
-10% -$322K 0.84% 43
2024
Q4 		$2.94M Buy
14,312
+15
+0.1% +$3.06K 0.82% 44
2024
Q3 		$2.57M Buy
14,297
+113
+0.8% +$18.6K 0.73% 51
2024
Q2 		$2.11M Buy
14,184
+205
+1% +$31K 0.61% 52
2024
Q1 		$2.23M Sell
13,979
-1,409
-9% -$205K 0.66% 49
2023
Q4 		$2.04M Buy
15,388
+530
+4% +$65K 0.64% 50
2023
Q3 		$1.68M Buy
14,858
+248
+2% +$30.5K 0.57% 55
2023
Q2 		$1.84M Buy
14,610
+9,372
+179% +$1.1M 0.63% 48
2023
Q1 		$592K Buy
5,238
+2,038
+64% +$224K 0.21% 68
2022
Q4 		$323K Buy
+3,200
New +$319K 0.13% 79

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

Harrell Investment Partners's FISV Position: Q3 2025 in Review

Harrell Investment Partners sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 2,510 shares — an estimated $433K sold.

Harrell Investment Partners first reported a position in FISV in Q4 2022 and held it in 11 quarters. The position peaked at $2.94M in Q4 2024. 1,731 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • Harrell Investment Partners reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
  • Harrell Investment Partners sold 2,510 Fiserv Inc shares in Q3 2025, an estimated $433K.
  • Harrell Investment Partners first reported a position in Fiserv Inc in Q4 2022 and held it in 11 quarters.
  • Harrell Investment Partners's Fiserv Inc position peaked at $2.94M in Q4 2024.
  • 1,731 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Harrell Investment Partners's 13F filing for Q3 2025, filed 23 Oct 2025.