Horan Capital Advisors’s Fiserv Inc FISV Stock Holding History

Horan 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	$5.1M	Sell	23,075 -4,551	-16%	-$996K	1.72%	16
2024 Q4	$5.67M	Sell	27,626 -340	-1%	-$69.4K	1.91%	14
2024 Q3	$5.02M	Sell	27,966 -497	-2%	-$82K	1.67%	16
2024 Q2	$4.24M	Buy	28,463 +30	+0.1%	+$4.54K	1.49%	19
2024 Q1	$4.54M	Sell	28,433 -211	-0.7%	-$30.7K	1.62%	17
2023 Q4	$3.81M	Sell	28,644 -495	-2%	-$60.7K	1.4%	24
2023 Q3	$3.29M	Sell	29,139 -728	-2%	-$89.7K	1.32%	27
2023 Q2	$3.77M	Buy	29,867 +104	+0.3%	+$12.2K	1.47%	24
2023 Q1	$3.36M	Buy	29,763 +124	+0.4%	+$13.6K	1.39%	27
2022 Q4	$3M	Buy	29,639 +70	+0.2%	+$6.97K	1.31%	31
2022 Q3	$2.77M	Buy	29,569 +771	+3%	+$78.6K	1.34%	32
2022 Q2	$2.56M	Buy	+28,798	New	+$2.79M	1.19%	37

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 $865B AUM 30.76% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Horan Capital Advisors reduced its Fiserv Inc (FISV) stake by 16% in Q1 2025, selling an estimated $996K and leaving 23,075 shares worth $5.1M. The position accounts for 1.72% of the portfolio, ranked #16.

Horan Capital Advisors first reported a position in FISV in Q2 2022 and has held it in 12 quarters since. The position peaked at $5.67M in Q4 2024. 1,937 funds tracked by Wall St. Rank hold FISV as of Q1 2025.

Horan Capital Advisors held 23,075 shares of Fiserv Inc worth $5.1M as of Q1 2025.
Horan Capital Advisors sold 4,551 Fiserv Inc shares in Q1 2025, an estimated $996K.
Fiserv Inc made up 1.72% of Horan Capital Advisors's portfolio in Q1 2025, its #16 holding.
Horan Capital Advisors first reported a position in Fiserv Inc in Q2 2022 and has held it in 12 quarters since.
Horan Capital Advisors's Fiserv Inc position peaked at $5.67M in Q4 2024.
1,937 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2025.

Based on Horan Capital Advisors's 13F filing for Q1 2025, filed 7 May 2025.