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
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 		$23 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 $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IHT Wealth Management's FISV Position: Q1 2026 in Review

IHT Wealth Management increased its Fiserv Inc (FISV) stake by 0.26% in Q1 2026, buying an estimated $1.24K and bringing the position to 7,656 shares worth $427K. The position accounts for 0.01% of the portfolio, ranked #882.

IHT Wealth Management first reported a position in FISV in Q4 2016 and has held it in 18 quarters since. The position peaked at $551K in Q3 2024. 1,259 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • IHT Wealth Management held 7,656 shares of Fiserv Inc worth $427K as of Q1 2026.
  • IHT Wealth Management bought 20 Fiserv Inc shares in Q1 2026, an estimated $1.24K.
  • Fiserv Inc made up 0.01% of IHT Wealth Management's portfolio in Q1 2026, its #882 holding.
  • IHT Wealth Management first reported a position in Fiserv Inc in Q4 2016 and has held it in 18 quarters since.
  • IHT Wealth Management's Fiserv Inc position peaked at $551K in Q3 2024.
  • 1,259 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.