Integris Wealth Management’s Fiserv Inc FISV Stock Holding History

Integris 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
2025 Q3	–	Sell	-1,200	Closed	-$207K	–	121
2025 Q2	$207K	Buy	+1,200	New	+$218K	0.05%	113

Other funds holding FISV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Integris Wealth Management's FISV Position: Q3 2025 in Review

Integris Wealth Management sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 1,200 shares — an estimated $207K sold.

Integris Wealth Management first reported a position in FISV in Q2 2025 and held it in 1 quarter. The position peaked at $207K in Q2 2025. 1,731 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

Integris Wealth Management reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
Integris Wealth Management sold 1,200 Fiserv Inc shares in Q3 2025, an estimated $207K.
Integris Wealth Management first reported a position in Fiserv Inc in Q2 2025 and held it in 1 quarter.
Integris Wealth Management's Fiserv Inc position peaked at $207K in Q2 2025.
1,731 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Integris Wealth Management's 13F filing for Q3 2025, filed 15 Oct 2025.