LVZ Inc’s Fiserv Inc FISV Stock Holding History

LVZ Inc’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
2026 Q1	–	Sell	-3,280	Closed	-$220K	–	167
2025 Q4	$220K	Hold	3,280	–	–	0.02%	150
2025 Q3	$423K	Hold	3,280	–	–	0.05%	106
2025 Q2	$566K	Hold	3,280	–	–	0.07%	77
2025 Q1	$724K	Hold	3,280	–	–	0.1%	63
2024 Q4	$674K	Sell	3,280 -270	-8%	-$55.1K	0.09%	62
2024 Q3	$638K	Hold	3,550	–	–	0.08%	58
2024 Q2	$529K	Buy	3,550 +1,830	+106%	+$277K	0.07%	65
2024 Q1	$275K	Hold	1,720	–	–	0.04%	112
2023 Q4	$228K	Sell	1,720 -280	-14%	-$34.4K	0.03%	124
2023 Q3	$226K	Hold	2,000	–	–	0.04%	108
2023 Q2	$252K	Sell	2,000 -66	-3%	-$7.77K	0.04%	121
2023 Q1	$234K	Buy	2,066 +65	+3%	+$7.15K	0.03%	126
2022 Q4	$202K	Buy	+2,001	New	+$199K	0.03%	136
2022 Q2	–	Sell	-2,048	Closed	-$208K	–	108
2022 Q1	$208K	Hold	2,048	–	–	0.03%	103
2021 Q4	$213K	Hold	2,048	–	–	0.03%	102
2021 Q3	$222K	Hold	2,048	–	–	0.03%	95
2021 Q2	$219K	Hold	2,048	–	–	0.03%	102
2021 Q1	$244K	Hold	2,048	–	–	0.04%	92
2020 Q4	$233K	Hold	2,048	–	–	0.04%	86
2020 Q3	$211K	Buy	+2,048	New	+$204K	0.04%	77
2020 Q1	–	Sell	-2,048	Closed	-$237K	–	71
2019 Q4	$237K	Hold	2,048	–	–	0.05%	75
2019 Q3	$212K	Buy	+2,048	New	+$209K	0.05%	74

Other funds holding FISV

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

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

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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

LVZ Inc's FISV Position: Q1 2026 in Review

LVZ Inc sold out of Fiserv Inc (FISV) in Q1 2026, closing a stake of 3,280 shares — an estimated $220K sold.

LVZ Inc first reported a position in FISV in Q3 2019 and held it in 22 quarters. The position peaked at $724K in Q1 2025. 1,261 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

LVZ Inc reported no remaining Fiserv Inc position as of Q1 2026 after selling out during the quarter.
LVZ Inc sold 3,280 Fiserv Inc shares in Q1 2026, an estimated $220K.
LVZ Inc first reported a position in Fiserv Inc in Q3 2019 and held it in 22 quarters.
LVZ Inc's Fiserv Inc position peaked at $724K in Q1 2025.
1,261 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on LVZ Inc's 13F filing for Q1 2026, filed 28 Apr 2026.