HWA
FISV

HMV Wealth Advisors’s Fiserv Inc FISV Stock Holding History

HMV Wealth 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
Q3 		– Sell
-1,182
Closed -$204K – 83
2025
Q2 		$204K Sell
1,182
-3,046
-72% -$552K 0.13% 79
2025
Q1 		$934K Hold
4,228
– – 0.74% 34
2024
Q4 		$869K Buy
+4,228
New +$863K 0.87% 31

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

HMV Wealth Advisors's FISV Position: Q3 2025 in Review

HMV Wealth Advisors sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 1,182 shares — an estimated $204K sold.

HMV Wealth Advisors first reported a position in FISV in Q4 2024 and held it in 3 quarters. The position peaked at $934K in Q1 2025. 1,731 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • HMV Wealth Advisors reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
  • HMV Wealth Advisors sold 1,182 Fiserv Inc shares in Q3 2025, an estimated $204K.
  • HMV Wealth Advisors first reported a position in Fiserv Inc in Q4 2024 and held it in 3 quarters.
  • HMV Wealth Advisors's Fiserv Inc position peaked at $934K in Q1 2025.
  • 1,731 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on HMV Wealth Advisors's 13F filing for Q3 2025, filed 10 Oct 2025.