Helix Partners Management’s Fiserv Inc FISV Stock Holding History

Helix Partners 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
2026 Q1	–	Sell	-25,000	Closed	-$1.68M	–	15
2025 Q4	$1.68M	Buy	+25,000	New	+$2.09M	0.56%	11

Other funds holding FISV

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

Helix Partners Management's FISV Position: Q1 2026 in Review

Helix Partners Management sold out of Fiserv Inc (FISV) in Q1 2026, closing a stake of 25,000 shares — an estimated $1.68M sold.

Helix Partners Management first reported a position in FISV in Q4 2025 and held it in 1 quarter. The position peaked at $1.68M in Q4 2025. 1,253 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

Helix Partners Management reported no remaining Fiserv Inc position as of Q1 2026 after selling out during the quarter.
Helix Partners Management sold 25,000 Fiserv Inc shares in Q1 2026, an estimated $1.68M.
Helix Partners Management first reported a position in Fiserv Inc in Q4 2025 and held it in 1 quarter.
Helix Partners Management's Fiserv Inc position peaked at $1.68M in Q4 2025.
1,253 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Helix Partners Management's 13F filing for Q1 2026, filed 14 May 2026.