KMWM
FISV

Keudell/Morrison Wealth Management’s Fiserv Inc FISV Stock Holding History

Keudell/Morrison Wealth 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
Q2 		$252K Sell
1,460
-40
-3% -$7.25K 0.06% 193
2025
Q1 		$331K Sell
1,500
-112
-7% -$24.5K 0.08% 152
2024
Q4 		$331K Sell
1,612
-319
-17% -$65.1K 0.09% 150
2024
Q3 		$347K Sell
1,931
-187
-9% -$30.8K 0.09% 148
2024
Q2 		$316K Hold
2,118
– – 0.09% 153
2024
Q1 		$338K Buy
2,118
+2
+0.1% +$291 0.1% 147
2023
Q4 		$281K Sell
2,116
-25
-1% -$3.07K 0.09% 159
2023
Q3 		$242K Buy
2,141
+26
+1% +$3.2K 0.07% 159
2023
Q2 		$267K Buy
2,115
+109
+5% +$12.8K 0.08% 156
2023
Q1 		$227K Buy
2,006
+19
+1% +$2.09K 0.07% 172
2022
Q4 		$201K Buy
+1,987
New +$198K 0.06% 179

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Keudell/Morrison Wealth Management's FISV Position: Q2 2025 in Review

Keudell/Morrison Wealth Management reduced its Fiserv Inc (FISV) stake by 2.7% in Q2 2025, selling an estimated $7.25K and leaving 1,460 shares worth $252K. The position accounts for 0.06% of the portfolio, ranked #193.

Keudell/Morrison Wealth Management first reported a position in FISV in Q4 2022 and has held it in 11 quarters since. The position peaked at $347K in Q3 2024. 1,844 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

  • Keudell/Morrison Wealth Management held 1,460 shares of Fiserv Inc worth $252K as of Q2 2025.
  • Keudell/Morrison Wealth Management sold 40 Fiserv Inc shares in Q2 2025, an estimated $7.25K.
  • Fiserv Inc made up 0.06% of Keudell/Morrison Wealth Management's portfolio in Q2 2025, its #193 holding.
  • Keudell/Morrison Wealth Management first reported a position in Fiserv Inc in Q4 2022 and has held it in 11 quarters since.
  • Keudell/Morrison Wealth Management's Fiserv Inc position peaked at $347K in Q3 2024.
  • 1,844 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.