IP
FISV

Intellectus Partners’s Fiserv Inc FISV Stock Holding History

Intellectus Partners’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
-4,156
Closed -$536K – 295
2025
Q3 		$536K Hold
4,156
– – 0.1% 193
2025
Q2 		$717K Buy
4,156
+318
+8% +$57.7K 0.15% 163
2025
Q1 		$848K Sell
3,838
-587
-13% -$129K 0.21% 139
2024
Q4 		$909K Hold
4,425
– – 0.2% 138
2024
Q3 		$795K Hold
4,425
– – 0.2% 143
2024
Q2 		$660K Sell
4,425
-527
-11% -$79.8K 0.18% 150
2024
Q1 		$791K Sell
4,952
-26
-0.5% -$3.79K 0.21% 136
2023
Q4 		$661K Buy
4,978
+385
+8% +$47.2K 0.19% 146
2023
Q3 		$519K Buy
4,593
+498
+12% +$61.3K 0.16% 172
2023
Q2 		$517K Hold
4,095
– – 0.16% 175
2023
Q1 		$463K Hold
4,095
– – 0.15% 178
2022
Q4 		$414K Hold
4,095
– – 0.14% 178
2022
Q3 		$383K Hold
4,095
– – 0.14% 181
2022
Q2 		$364K Sell
4,095
-483
-11% -$46.8K 0.13% 184
2022
Q1 		$464K Sell
4,578
-324
-7% -$32.8K 0.14% 170
2021
Q4 		$509K Sell
4,902
-58
-1% -$6K 0.13% 177
2021
Q3 		$538K Buy
4,960
+1,362
+38% +$152K 0.13% 180
2021
Q2 		$385K Buy
+3,598
New +$418K 0.09% 212

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

Intellectus Partners's FISV Position: Q4 2025 in Review

Intellectus Partners sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 4,156 shares — an estimated $536K sold.

Intellectus Partners first reported a position in FISV in Q2 2021 and held it in 18 quarters. The position peaked at $909K in Q4 2024. 1,398 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Intellectus Partners reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Intellectus Partners sold 4,156 Fiserv Inc shares in Q4 2025, an estimated $536K.
  • Intellectus Partners first reported a position in Fiserv Inc in Q2 2021 and held it in 18 quarters.
  • Intellectus Partners's Fiserv Inc position peaked at $909K in Q4 2024.
  • 1,398 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Intellectus Partners's 13F filing for Q4 2025, filed 10 Feb 2026.