LNWWM
FISV

Laird Norton Wetherby Wealth Management’s Fiserv Inc FISV Stock Holding History

Laird Norton Wetherby 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
Q3 		$1.78M Sell
13,793
-1,261
-8% -$181K 0.07% 249
2025
Q2 		$2.6M Buy
+15,054
New +$2.73M 0.12% 172
2024
Q4 		$2.79M Sell
13,606
-1,198
-8% -$245K 0.13% 141
2024
Q3 		$2.66M Sell
14,804
-148
-1% -$24.4K 0.12% 169
2024
Q2 		$2.23M Sell
14,952
-351
-2% -$53.1K 0.11% 195
2024
Q1 		$2.45M Sell
15,303
-139
-0.9% -$20.2K 0.12% 179
2023
Q4 		$2.05M Sell
15,442
-121
-0.8% -$14.8K 0.11% 199
2023
Q3 		$1.76M Buy
15,563
+73
+0.5% +$8.99K 0.1% 213
2023
Q2 		$1.95M Sell
15,490
-334
-2% -$39.3K 0.11% 194
2023
Q1 		$1.79M Buy
15,824
+358
+2% +$39.4K 0.1% 214
2022
Q4 		$1.56M Sell
15,466
-1,510
-9% -$150K 0.1% 224
2022
Q3 		$1.59M Buy
16,976
+2,563
+18% +$261K 0.11% 189
2022
Q2 		$1.28M Buy
14,413
+697
+5% +$67.6K 0.09% 240
2022
Q1 		$1.39M Sell
13,716
-852
-6% -$86.2K 0.08% 237
2021
Q4 		$1.51M Buy
14,568
+1,027
+8% +$106K 0.08% 221
2021
Q3 		$1.47M Buy
13,541
+1,158
+9% +$129K 0.09% 207
2021
Q2 		$1.32M Buy
12,383
+217
+2% +$25.2K 0.08% 233
2021
Q1 		$1.45M Sell
12,166
-666
-5% -$76.4K 0.11% 181
2020
Q4 		$1.46M Buy
12,832
+521
+4% +$56.1K 0.1% 192
2020
Q3 		$1.27M Sell
12,311
-2,861
-19% -$285K 0.11% 175
2020
Q2 		$1.48M Buy
15,172
+291
+2% +$29.3K 0.14% 141
2020
Q1 		$1.41M Buy
14,881
+1,547
+12% +$172K 0.16% 127
2019
Q4 		$1.54M Sell
13,334
-71
-0.5% -$7.84K 0.15% 153
2019
Q3 		$1.39M Buy
13,405
+958
+8% +$97.8K 0.15% 160
2019
Q2 		$1.14M Buy
12,447
+191
+2% +$16.7K 0.12% 185
2019
Q1 		$1.08M Buy
12,256
+300
+3% +$24.8K 0.13% 169
2018
Q4 		$879K Buy
11,956
+232
+2% +$17.9K 0.12% 186
2018
Q3 		$965K Buy
11,724
+115
+1% +$9.03K 0.12% 197
2018
Q2 		$860K Sell
11,609
-3
-0% -$218 0.12% 201
2018
Q1 		$828K Buy
11,612
+1,504
+15% +$106K 0.11% 209
2017
Q4 		$662K Buy
10,108
+362
+4% +$23.4K 0.09% 267
2017
Q3 		$628K Buy
9,746
+728
+8% +$45.2K 0.09% 272
2017
Q2 		$552K Sell
9,018
-4
-0% -$242 0.09% 277
2017
Q1 		$520K Sell
9,022
-7,804
-46% -$438K 0.09% 275
2016
Q4 		$894K Sell
16,826
-1,142
-6% -$58.7K 0.18% 131
2016
Q3 		$894K Sell
17,968
-7,628
-30% -$400K 0.18% 133
2016
Q2 		$1.39M Buy
25,596
+516
+2% +$26.6K 0.31% 66
2016
Q1 		$1.29M Sell
25,080
-22
-0.1% -$1.04K 0.3% 68
2015
Q4 		$1.15M Sell
25,102
-310
-1% -$14.6K 0.28% 81
2015
Q3 		$1.1M Buy
25,412
+614
+2% +$26.6K 0.28% 75
2015
Q2 		$1.03M Buy
24,798
+130
+0.5% +$5.23K 0.25% 87
2015
Q1 		$980K Buy
24,668
+304
+1% +$11.6K 0.24% 85
2014
Q4 		$865K Buy
24,364
+476
+2% +$16.3K 0.22% 96
2014
Q3 		$772K Buy
23,888
+40
+0.2% +$1.26K 0.22% 109
2014
Q2 		$719K Sell
23,848
-168
-0.7% -$4.98K 0.2% 120
2014
Q1 		$680K Sell
24,016
-68
-0.3% -$1.95K 0.19% 123
2013
Q4 		$711K Sell
24,084
-500
-2% -$13.5K 0.2% 121
2013
Q3 		$621K Buy
24,584
+660
+3% +$16K 0.19% 129
2013
Q2 		$522K Buy
+23,924
New +$525K 0.18% 131

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Laird Norton Wetherby Wealth Management's FISV Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management reduced its Fiserv Inc (FISV) stake by 8.4% in Q3 2025, selling an estimated $181K and leaving 13,793 shares worth $1.78M. The position accounts for 0.07% of the portfolio, ranked #249.

Laird Norton Wetherby Wealth Management first reported a position in FISV in Q2 2013 and has held it in 49 quarters since. The position peaked at $2.79M in Q4 2024. 1,731 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 13,793 shares of Fiserv Inc worth $1.78M as of Q3 2025.
  • Laird Norton Wetherby Wealth Management sold 1,261 Fiserv Inc shares in Q3 2025, an estimated $181K.
  • Fiserv Inc made up 0.07% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #249 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Fiserv Inc in Q2 2013 and has held it in 49 quarters since.
  • Laird Norton Wetherby Wealth Management's Fiserv Inc position peaked at $2.79M in Q4 2024.
  • 1,731 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.