Laurel Wealth Advisors (North Carolina)’s Fiserv Inc FISV Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	-684	Closed	-$151K	–	354
2025 Q1	$151K	Sell	684 -45	-6%	-$9.85K	0.02%	196
2024 Q4	$150K	Sell	729 -50	-6%	-$10.2K	0.02%	195
2024 Q3	$140K	Buy	779 +339	+77%	+$55.9K	0.02%	209
2024 Q2	$65.6K	Hold	440	–	–	0.01%	266
2024 Q1	$70.3K	Hold	440	–	–	0.01%	268
2023 Q4	$58.5K	Hold	440	–	–	0.01%	269
2023 Q3	$49.7K	Hold	440	–	–	0.01%	274
2023 Q2	$55.5K	Hold	440	–	–	0.01%	275
2023 Q1	$49.7K	Buy	440 +105	+31%	+$11.6K	0.01%	283
2022 Q4	$33.9K	Sell	335 -33	-9%	-$3.29K	0.01%	295
2022 Q3	$34K	Sell	368 -450	-55%	-$45.9K	0.01%	287
2022 Q2	$73K	Hold	818	–	–	0.02%	230
2022 Q1	$83K	Hold	818	–	–	0.02%	234
2021 Q4	$85K	Hold	818	–	–	0.02%	232
2021 Q3	$89K	Hold	818	–	–	0.02%	219
2021 Q2	$87K	Hold	818	–	–	0.02%	229
2021 Q1	$97K	Buy	818 +238	+41%	+$27.3K	0.02%	209
2020 Q4	$66K	Hold	580	–	–	0.02%	233
2020 Q3	$60K	Hold	580	–	–	0.02%	221
2020 Q2	$57K	Hold	580	–	–	0.02%	225
2020 Q1	$55K	Hold	580	–	–	0.02%	215
2019 Q4	$67K	Hold	580	–	–	0.02%	220
2019 Q3	$60K	Hold	580	–	–	0.02%	226
2019 Q2	$53K	Buy	+580	New	+$50.8K	0.02%	229

Other funds holding FISV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Laurel Wealth Advisors (North Carolina)'s FISV Position: Q2 2025 in Review

Laurel Wealth Advisors (North Carolina) sold out of Fiserv Inc (FISV) in Q2 2025, closing a stake of 684 shares — an estimated $151K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in FISV in Q2 2019 and held it in 24 quarters. The position peaked at $151K in Q1 2025. 1,848 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

Laurel Wealth Advisors (North Carolina) reported no remaining Fiserv Inc position as of Q2 2025 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 684 Fiserv Inc shares in Q2 2025, an estimated $151K.
Laurel Wealth Advisors (North Carolina) first reported a position in Fiserv Inc in Q2 2019 and held it in 24 quarters.
Laurel Wealth Advisors (North Carolina)'s Fiserv Inc position peaked at $151K in Q1 2025.
1,848 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2025, filed 12 Aug 2025.