IWS
FISV

Intentional Wealth Strategies’s Fiserv Inc FISV Stock Holding History

Intentional Wealth Strategies’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 		– Sell
-88
Closed -$4.91K – 364
2026
Q1 		$4.91K Buy
+88
New +$5.45K ﹤0.01% 492

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 $3.37T AUM 44.26% 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 $59.9B AUM 27.01% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Intentional Wealth Strategies's FISV Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Fiserv Inc (FISV) in Q2 2026, closing a stake of 88 shares — an estimated $4.91K sold.

Intentional Wealth Strategies first reported a position in FISV in Q1 2026 and held it in 1 quarter. The position peaked at $4.91K in Q1 2026. 1,143 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Fiserv Inc position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 88 Fiserv Inc shares in Q2 2026, an estimated $4.91K.
  • Intentional Wealth Strategies first reported a position in Fiserv Inc in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Fiserv Inc position peaked at $4.91K in Q1 2026.
  • 1,143 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.