Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.67K Sell
136
-140
-51% -$7.83K ﹤0.01% 498
2026
Q1
$15.4K Sell
276
-59
-18% -$3.65K ﹤0.01% 308
2025
Q4
$22.5K Buy
335
+115
+52% +$9.63K ﹤0.01% 260
2025
Q3
$28.4K Hold
220
0.01% 221
2025
Q2
$37.9K Sell
220
-104
-32% -$18.9K 0.01% 193
2025
Q1
$71.5K Buy
324
+106
+49% +$23.2K 0.02% 150
2024
Q4
$44.8K Buy
+218
New +$44.5K 0.01% 178

Other funds holding FISV

High Note Wealth's FISV Position: Q2 2026 in Review

High Note Wealth reduced its Fiserv Inc (FISV) stake by 51% in Q2 2026, selling an estimated $7.83K and leaving 136 shares worth $6.67K. The position accounts for ﹤0.01% of the portfolio, ranked #498.

High Note Wealth first reported a position in FISV in Q4 2024 and has held it in 7 quarters since. The position peaked at $71.5K in Q1 2025. 791 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • High Note Wealth held 136 shares of Fiserv Inc worth $6.67K as of Q2 2026.
  • High Note Wealth sold 140 Fiserv Inc shares in Q2 2026, an estimated $7.83K.
  • Fiserv Inc made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #498 holding.
  • High Note Wealth first reported a position in Fiserv Inc in Q4 2024 and has held it in 7 quarters since.
  • High Note Wealth's Fiserv Inc position peaked at $71.5K in Q1 2025.
  • 791 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.