Heck Capital Advisors’s Fiserv Inc FISV Stock Holding History

Heck Capital Advisors’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	-2,766	Closed	-$568K	–	439
2024 Q4	$568K	Buy	+2,766	New	+$565K	0.02%	183

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 $999B AUM 46.22% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Heck Capital Advisors's FISV Position: Q1 2025 in Review

Heck Capital Advisors sold out of Fiserv Inc (FISV) in Q1 2025, closing a stake of 2,766 shares — an estimated $568K sold.

Heck Capital Advisors first reported a position in FISV in Q4 2024 and held it in 1 quarter. The position peaked at $568K in Q4 2024. 1,938 funds tracked by Wall St. Rank hold FISV as of Q1 2025.

Heck Capital Advisors reported no remaining Fiserv Inc position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 2,766 Fiserv Inc shares in Q1 2025, an estimated $568K.
Heck Capital Advisors first reported a position in Fiserv Inc in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's Fiserv Inc position peaked at $568K in Q4 2024.
1,938 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.