HWM
FISV

Hemington Wealth Management’s Fiserv Inc FISV Stock Holding History

Hemington Wealth 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 		$129K Buy
1,003
+144
+17% +$20.6K 0.02% 199
2025
Q2 		$148K Sell
859
-77
-8% -$14K 0.02% 173
2025
Q1 		$206K Buy
936
+72
+8% +$15.8K 0.03% 123
2024
Q4 		$177K Buy
864
+50
+6% +$10.2K 0.04% 133
2024
Q3 		$161K Buy
+814
New +$134K 0.04% 136

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

Hemington Wealth Management's FISV Position: Q3 2025 in Review

Hemington Wealth Management increased its Fiserv Inc (FISV) stake by 17% in Q3 2025, buying an estimated $20.6K and bringing the position to 1,003 shares worth $129K. The position accounts for 0.02% of the portfolio, ranked #199.

Hemington Wealth Management first reported a position in FISV in Q3 2024 and has held it in 5 quarters since. The position peaked at $206K in Q1 2025. 1,731 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • Hemington Wealth Management held 1,003 shares of Fiserv Inc worth $129K as of Q3 2025.
  • Hemington Wealth Management bought 144 Fiserv Inc shares in Q3 2025, an estimated $20.6K.
  • Fiserv Inc made up 0.02% of Hemington Wealth Management's portfolio in Q3 2025, its #199 holding.
  • Hemington Wealth Management first reported a position in Fiserv Inc in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Fiserv Inc position peaked at $206K in Q1 2025.
  • 1,731 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.