IWM
FISV

IHT Wealth Management’s Fiserv Inc FISV Stock Holding History

IHT Wealth Management’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
2026
Q2 		$338K Sell
6,881
-775
-10% -$43.3K 0.01% 976
2026
Q1 		$427K Buy
7,656
+20
+0.3% +$1.24K 0.01% 882
2025
Q4 		$513K Buy
7,636
+5,549
+266% +$465K 0.01% 753
2025
Q3 		$269K Sell
2,087
-194
-9% -$27.8K 0.01% 984
2025
Q2 		$393K Sell
2,281
-103
-4% -$18.7K 0.01% 785
2025
Q1 		$526K Buy
2,384
+21
+0.9% +$4.6K 0.02% 657
2024
Q4 		$485K Sell
2,363
-693
-23% -$141K 0.02% 693
2024
Q3 		$551K Buy
3,056
+735
+32% +$121K 0.02% 694
2024
Q2 		$349K Buy
2,321
+72
+3% +$10.9K 0.01% 746
2024
Q1 		$359K Buy
2,249
+112
+5% +$16.3K 0.01% 733
2023
Q4 		$284K Buy
2,137
+3
+0.1% +$368 0.01% 785
2023
Q3 		$241K Buy
2,134
+387
+22% +$47.7K 0.01% 811
2023
Q2 		$220K Buy
+1,747
New +$206K 0.01% 843
2018
Q2 		– Sell
-600
Closed -$42K – 747
2018
Q1 		$42K Sell
600
-1,700
-74% -$120K 0.01% 732
2017
Q4 		$155K Sell
2,300
-200
-8% -$12.9K 0.04% 396
2017
Q3 		$159K Hold
2,500
– – 0.07% 290
2017
Q2 		$23K Buy
2,500
+2,400
+2,400% +$145K 0.01% 733
2017
Q1 		$6K Hold
100
– – ﹤0.01% 925
2016
Q4 		$5K Buy
+100
New +$5.14K ﹤0.01% 912

Other funds holding FISV

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

IHT Wealth Management's FISV Position: Q2 2026 in Review

IHT Wealth Management reduced its Fiserv Inc (FISV) stake by 10% in Q2 2026, selling an estimated $43.3K and leaving 6,881 shares worth $338K. The position accounts for 0.01% of the portfolio, ranked #976.

IHT Wealth Management first reported a position in FISV in Q4 2016 and has held it in 19 quarters since. The position peaked at $551K in Q3 2024. 1,154 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • IHT Wealth Management held 6,881 shares of Fiserv Inc worth $338K as of Q2 2026.
  • IHT Wealth Management sold 775 Fiserv Inc shares in Q2 2026, an estimated $43.3K.
  • Fiserv Inc made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #976 holding.
  • IHT Wealth Management first reported a position in Fiserv Inc in Q4 2016 and has held it in 19 quarters since.
  • IHT Wealth Management's Fiserv Inc position peaked at $551K in Q3 2024.
  • 1,154 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.