HeadInvest LLC’s Fiserv Inc FISV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.68M | Sell |
47,948
-7,047
| -13% | -$436K | 0.55% | 54 |
|
|
2025
Q4 | $3.69M | Sell |
54,995
-625
| -1% | -$52.3K | 0.73% | 43 |
|
|
2025
Q3 | $7.17M | Buy |
55,620
+547
| +1% | +$78.4K | 1.48% | 17 |
|
|
2025
Q2 | $9.5M | Sell |
55,073
-6,299
| -10% | -$1.14M | 2.02% | 9 |
|
|
2025
Q1 | $13.6M | Sell |
61,372
-4,295
| -7% | -$940K | 2.64% | 5 |
|
|
2024
Q4 | $13.5M | Sell |
65,667
-1,730
| -3% | -$353K | 2.55% | 6 |
|
|
2024
Q3 | $12.1M | Sell |
67,397
-1,480
| -2% | -$244K | 2.24% | 8 |
|
|
2024
Q2 | $10.3M | Sell |
68,877
-440
| -0.6% | -$66.6K | 2.02% | 9 |
|
|
2024
Q1 | $11.1M | Sell |
69,317
-1,535
| -2% | -$224K | 2.16% | 9 |
|
|
2023
Q4 | $9.41M | Sell |
70,852
-390
| -0.5% | -$47.9K | 1.96% | 13 |
|
|
2023
Q3 | $8.04M | Buy |
71,242
+100
| +0.1% | +$12.3K | 1.75% | 14 |
|
|
2023
Q2 | $8.93M | Sell |
71,142
-1,545
| -2% | -$182K | 1.93% | 13 |
|
|
2023
Q1 | $8.22M | Sell |
72,687
-1,422
| -2% | -$156K | 1.8% | 15 |
|
|
2022
Q4 | $7.49M | Buy |
74,109
+851
| +1% | +$84.8K | 1.68% | 16 |
|
|
2022
Q3 | $6.86M | Buy |
73,258
+335
| +0.5% | +$34.1K | 1.64% | 17 |
|
|
2022
Q2 | $6.49M | Sell |
72,923
-180
| -0.2% | -$17.5K | 1.44% | 20 |
|
|
2022
Q1 | $7.41M | Sell |
73,103
-1,020
| -1% | -$103K | 1.42% | 19 |
|
|
2021
Q4 | $7.69M | Buy |
74,123
+395
| +0.5% | +$40.8K | 1.36% | 21 |
|
|
2021
Q3 | $8M | Buy |
73,728
+200
| +0.3% | +$22.3K | 1.52% | 20 |
|
|
2021
Q2 | $7.86M | Sell |
73,528
-52
| -0.1% | -$6.04K | 1.49% | 20 |
|
|
2021
Q1 | $8.76M | Buy |
73,580
+231
| +0.3% | +$26.5K | 1.79% | 11 |
|
|
2020
Q4 | $8.35M | Buy |
73,349
+2,000
| +3% | +$216K | 1.77% | 13 |
|
|
2020
Q3 | $7.35M | Sell |
71,349
-474
| -0.7% | -$47.2K | 2.13% | 10 |
|
|
2020
Q2 | $7.01M | Sell |
71,823
-703
| -1% | -$70.8K | 2.21% | 8 |
|
|
2020
Q1 | $6.89M | Sell |
72,526
-8,176
| -10% | -$908K | 2.58% | 6 |
|
|
2019
Q4 | $9.33M | Sell |
80,702
-2,724
| -3% | -$301K | 2.68% | 4 |
|
|
2019
Q3 | $8.64M | Sell |
83,426
-5,830
| -7% | -$595K | 2.62% | 4 |
|
|
2019
Q2 | $8.14M | Sell |
89,256
-1,313
| -1% | -$115K | 2.3% | 7 |
|
|
2019
Q1 | $8M | Sell |
90,569
-95,029
| -51% | -$7.84M | 2.24% | 6 |
|
|
2018
Q4 | $13.6M | Buy |
185,598
+91,405
| +97% | +$7.07M | 2.16% | 8 |
|
|
2018
Q3 | $7.76M | Sell |
94,193
-2,665
| -3% | -$209K | 2.23% | 7 |
|
|
2018
Q2 | $7.18M | Sell |
96,858
-2,196
| -2% | -$159K | 2.19% | 7 |
|
|
2018
Q1 | $7.06M | Sell |
99,054
-2,710
| -3% | -$191K | 2.27% | 7 |
|
|
2017
Q4 | $6.67M | Sell |
101,764
-2,536
| -2% | -$164K | 2.06% | 9 |
|
|
2017
Q3 | $6.75M | Sell |
104,300
-520
| -0.5% | -$32.3K | 2.11% | 8 |
|
|
2017
Q2 | $6.41M | Sell |
104,820
-1,030
| -1% | -$62.3K | 2.11% | 9 |
|
|
2017
Q1 | $6.1M | Sell |
105,850
-1,060
| -1% | -$59.5K | 2.05% | 9 |
|
|
2016
Q4 | $5.68M | Sell |
106,910
-2,110
| -2% | -$108K | 2.11% | 8 |
|
|
2016
Q3 | $5.48M | Sell |
109,020
-23,142
| -18% | -$1.21M | 1.94% | 12 |
|
|
2016
Q2 | $7.18M | Sell |
132,162
-6,240
| -5% | -$321K | 2.72% | 4 |
|
|
2016
Q1 | $7.1M | Sell |
138,402
-2,038
| -1% | -$96.6K | 2.78% | 3 |
|
|
2015
Q4 | $6.42M | Sell |
140,440
-25,650
| -15% | -$1.2M | 2.6% | 5 |
|
|
2015
Q3 | $7.19M | Sell |
166,090
-3,580
| -2% | -$155K | 2.89% | 3 |
|
|
2015
Q2 | $7.03M | Sell |
169,670
-6,380
| -4% | -$257K | 2.6% | 4 |
|
|
2015
Q1 | $6.99M | Sell |
176,050
-3,834
| -2% | -$146K | 2.51% | 5 |
|
|
2014
Q4 | $6.38M | Sell |
179,884
-4,340
| -2% | -$149K | 2.55% | 11 |
|
|
2014
Q3 | $6.4M | Sell |
184,224
-930
| -0.5% | -$29.4K | 2.56% | 7 |
|
|
2014
Q2 | $5.58M | Buy |
185,154
+2,760
| +2% | +$81.8K | 2.26% | 15 |
|
|
2014
Q1 | $5.17M | Sell |
182,394
-16,064
| -8% | -$460K | 2.23% | 16 |
|
|
2013
Q4 | $5.86M | Sell |
198,458
-10,862
| -5% | -$293K | 2.47% | 11 |
|
|
2013
Q3 | $5.29M | Sell |
209,320
-23,488
| -10% | -$568K | 2.31% | 12 |
|
|
2013
Q2 | $5.09M | Buy |
+232,808
| New | +$5.11M | 2.24% | 15 |
|
Other funds holding FISV
VCM
VPM
HeadInvest LLC's FISV Position: Q1 2026 in Review
HeadInvest LLC reduced its Fiserv Inc (FISV) stake by 13% in Q1 2026, selling an estimated $436K and leaving 47,948 shares worth $2.68M. The position accounts for 0.55% of the portfolio, ranked #54.
HeadInvest LLC first reported a position in FISV in Q2 2013 and has held it in 52 quarters since. The position peaked at $13.6M in Q4 2018. 1,259 funds tracked by Wall St. Rank hold FISV as of Q1 2026.
- HeadInvest LLC held 47,948 shares of Fiserv Inc worth $2.68M as of Q1 2026.
- HeadInvest LLC sold 7,047 Fiserv Inc shares in Q1 2026, an estimated $436K.
- Fiserv Inc made up 0.55% of HeadInvest LLC's portfolio in Q1 2026, its #54 holding.
- HeadInvest LLC first reported a position in Fiserv Inc in Q2 2013 and has held it in 52 quarters since.
- HeadInvest LLC's Fiserv Inc position peaked at $13.6M in Q4 2018.
- 1,259 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.
Based on HeadInvest LLC's 13F filing for Q1 2026, filed 15 May 2026.