HS
FISV

Horan Securities’s Fiserv Inc FISV Stock Holding History

Horan Securities’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
Q2 		$269K Buy
1,560
+107
+7% +$19.4K 0.09% 116
2025
Q1 		$321K Sell
1,453
-766
-35% -$168K 0.12% 95
2024
Q4 		$456K Sell
2,219
-13
-0.6% -$2.65K 0.17% 64
2024
Q3 		$401K Sell
2,232
-100
-4% -$16.5K 0.15% 76
2024
Q2 		$348K Hold
2,332
– – 0.15% 69
2024
Q1 		$373K Buy
2,332
+16
+0.7% +$2.33K 0.18% 61
2023
Q4 		$308K Sell
2,316
-5
-0.2% -$614 0.15% 71
2023
Q3 		$262K Buy
2,321
+43
+2% +$5.3K 0.14% 75
2023
Q2 		$287K Buy
2,278
+41
+2% +$4.83K 0.12% 87
2023
Q1 		$253K Buy
2,237
+55
+3% +$6.05K 0.13% 82
2022
Q4 		$221K Sell
2,182
-52
-2% -$5.18K 0.12% 87
2022
Q3 		$209K Buy
2,234
+127
+6% +$12.9K 0.13% 87
2022
Q2 		$198K Buy
+2,107
New +$204K 0.12% 92

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM