IIA
FISV

IPG Investment Advisors’s Fiserv Inc FISV Stock Holding History

IPG Investment Advisors’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
Q2 		– Sell
-6,451
Closed -$1.42M – 186
2025
Q1 		$1.42M Buy
+6,451
New +$1.41M 0.32% 55
2023
Q3 		– Sell
-6,330
Closed -$799K – 165
2023
Q2 		$799K Buy
+6,330
New +$745K 0.17% 78

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

IPG Investment Advisors's FISV Position: Q2 2025 in Review

IPG Investment Advisors sold out of Fiserv Inc (FISV) in Q2 2025, closing a stake of 6,451 shares — an estimated $1.42M sold.

IPG Investment Advisors first reported a position in FISV in Q2 2023 and held it in 2 quarters. The position peaked at $1.42M in Q1 2025. 1,846 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

  • IPG Investment Advisors reported no remaining Fiserv Inc position as of Q2 2025 after selling out during the quarter.
  • IPG Investment Advisors sold 6,451 Fiserv Inc shares in Q2 2025, an estimated $1.42M.
  • IPG Investment Advisors first reported a position in Fiserv Inc in Q2 2023 and held it in 2 quarters.
  • IPG Investment Advisors's Fiserv Inc position peaked at $1.42M in Q1 2025.
  • 1,846 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on IPG Investment Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.