IIM
FISV

Ipswich Investment Management’s Fiserv Inc FISV Stock Holding History

Ipswich Investment 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
-1,285
Closed -$222K – 188
2025
Q2 		$222K Hold
1,285
– – 0.05% 170
2025
Q1 		$284K Sell
1,285
-1,010
-44% -$221K 0.07% 158
2024
Q4 		$471K Hold
2,295
– – 0.11% 124
2024
Q3 		$412K Hold
2,295
– – 0.1% 138
2024
Q2 		$342K Sell
2,295
-200
-8% -$30.3K 0.08% 148
2024
Q1 		$399K Hold
2,495
– – 0.09% 139
2023
Q4 		$331K Hold
2,495
– – 0.08% 146
2023
Q3 		$282K Sell
2,495
-200
-7% -$24.6K 0.08% 153
2023
Q2 		$340K Hold
2,695
– – 0.09% 146
2023
Q1 		$305K Hold
2,695
– – 0.08% 149
2022
Q4 		$272K Hold
2,695
– – 0.08% 151
2022
Q3 		$252K Hold
2,695
– – 0.08% 154
2022
Q2 		$240K Hold
2,695
– – 0.07% 163
2022
Q1 		$273K Hold
2,695
– – 0.07% 166
2021
Q4 		$280K Hold
2,695
– – 0.07% 174
2021
Q3 		$292K Hold
2,695
– – 0.07% 169
2021
Q2 		$288K Sell
2,695
-115
-4% -$13.4K 0.07% 170
2021
Q1 		$335K Hold
2,810
– – 0.09% 148
2020
Q4 		$320K Hold
2,810
– – 0.1% 144
2020
Q3 		$290K Sell
2,810
-100
-3% -$9.96K 0.09% 142
2020
Q2 		$284K Hold
2,910
– – 0.1% 138
2020
Q1 		$276K Sell
2,910
-240
-8% -$26.7K 0.11% 134
2019
Q4 		$364K Sell
3,150
-300
-9% -$33.1K 0.11% 140
2019
Q3 		$357K Hold
3,450
– – 0.11% 143
2019
Q2 		$315K Hold
3,450
– – 0.1% 143
2019
Q1 		$305K Buy
3,450
+400
+13% +$33K 0.1% 147
2018
Q4 		$224K Buy
+3,050
New +$236K 0.08% 153

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ipswich Investment Management's FISV Position: Q3 2025 in Review

Ipswich Investment Management sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 1,285 shares — an estimated $222K sold.

Ipswich Investment Management first reported a position in FISV in Q4 2018 and held it in 27 quarters. The position peaked at $471K in Q4 2024. 1,734 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • Ipswich Investment Management reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
  • Ipswich Investment Management sold 1,285 Fiserv Inc shares in Q3 2025, an estimated $222K.
  • Ipswich Investment Management first reported a position in Fiserv Inc in Q4 2018 and held it in 27 quarters.
  • Ipswich Investment Management's Fiserv Inc position peaked at $471K in Q4 2024.
  • 1,734 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Ipswich Investment Management's 13F filing for Q3 2025, filed 8 Oct 2025.