IWA
FISV

Icon Wealth Advisors’s Fiserv Inc FISV Stock Holding History

Icon 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
Q4 		– Sell
-864
Closed -$111K – 448
2025
Q3 		$111K Sell
864
-88
-9% -$12.6K 0.01% 486
2025
Q2 		$164K Sell
952
-957
-50% -$174K 0.01% 406
2025
Q1 		$422K Sell
1,909
-66
-3% -$14.4K 0.03% 236
2024
Q4 		$406K Sell
1,975
-19
-1% -$3.88K 0.03% 248
2024
Q3 		$358K Hold
1,994
– – 0.03% 261
2024
Q2 		$326K Buy
1,994
+225
+13% +$34.1K 0.03% 270
2024
Q1 		$283K Buy
1,769
+530
+43% +$77.2K 0.03% 291
2023
Q4 		$165K Buy
+1,239
New +$152K 0.02% 342

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Icon Wealth Advisors's FISV Position: Q4 2025 in Review

Icon Wealth Advisors sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 864 shares — an estimated $111K sold.

Icon Wealth Advisors first reported a position in FISV in Q4 2023 and held it in 8 quarters. The position peaked at $422K in Q1 2025. 1,401 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Icon Wealth Advisors reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 864 Fiserv Inc shares in Q4 2025, an estimated $111K.
  • Icon Wealth Advisors first reported a position in Fiserv Inc in Q4 2023 and held it in 8 quarters.
  • Icon Wealth Advisors's Fiserv Inc position peaked at $422K in Q1 2025.
  • 1,401 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Icon Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.