IWA
FISV

IVC Wealth Advisors’s Fiserv Inc FISV Stock Holding History

IVC Wealth 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
Q4 		– Sell
-1,734
Closed -$224K – 182
2025
Q3 		$224K Buy
1,734
+12
+0.7% +$1.72K 0.1% 168
2025
Q2 		$297K Buy
1,722
+3
+0.2% +$544 0.14% 125
2025
Q1 		$380K Buy
1,719
+4
+0.2% +$876 0.2% 100
2024
Q4 		$352K Sell
1,715
-1
-0.1% -$204 0.2% 97
2024
Q3 		$308K Buy
1,716
+5
+0.3% +$825 0.17% 120
2024
Q2 		$255K Buy
1,711
+1
+0.1% +$151 0.14% 138
2024
Q1 		$273K Buy
1,710
+10
+0.6% +$1.46K 0.16% 133
2023
Q4 		$226K Buy
+1,700
New +$209K 0.14% 139
2023
Q3 		– Sell
-1,722
Closed -$217K – 157
2023
Q2 		$217K Buy
+1,722
New +$203K 0.14% 135
2021
Q2 		– Sell
-1,740
Closed -$207K – 134
2021
Q1 		$207K Buy
+1,740
New +$200K 0.16% 122

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

IVC Wealth Advisors's FISV Position: Q4 2025 in Review

IVC Wealth Advisors sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 1,734 shares — an estimated $224K sold.

IVC Wealth Advisors first reported a position in FISV in Q1 2021 and held it in 10 quarters. The position peaked at $380K in Q1 2025. 1,399 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • IVC Wealth Advisors reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • IVC Wealth Advisors sold 1,734 Fiserv Inc shares in Q4 2025, an estimated $224K.
  • IVC Wealth Advisors first reported a position in Fiserv Inc in Q1 2021 and held it in 10 quarters.
  • IVC Wealth Advisors's Fiserv Inc position peaked at $380K in Q1 2025.
  • 1,399 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on IVC Wealth Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.