MWM
FISV

Madison Wealth Management’s Fiserv Inc FISV Stock Holding History

Madison 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
2023
Q3 		$3.4M Sell
30,080
-1,425
-5% -$175K 0.71% 44
2023
Q2 		$3.97M Buy
31,505
+113
+0.4% +$13.3K 0.8% 41
2023
Q1 		$3.55M Sell
31,392
-240
-0.8% -$26.4K 0.77% 42
2022
Q4 		$3.2M Buy
31,632
+535
+2% +$53.3K 0.73% 42
2022
Q3 		$2.91M Buy
31,097
+2,865
+10% +$292K 0.71% 44
2022
Q2 		$2.51M Buy
+28,232
New +$2.74M 0.61% 51

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Madison Wealth Management's FISV Position: Q3 2023 in Review

Madison Wealth Management reduced its Fiserv Inc (FISV) stake by 4.5% in Q3 2023, selling an estimated $175K and leaving 30,080 shares worth $3.4M. The position accounts for 0.71% of the portfolio, ranked #44.

Madison Wealth Management first reported a position in FISV in Q2 2022 and has held it in 6 quarters since. The position peaked at $3.97M in Q2 2023. 1,489 funds tracked by Wall St. Rank hold FISV as of Q3 2023.

  • Madison Wealth Management held 30,080 shares of Fiserv Inc worth $3.4M as of Q3 2023.
  • Madison Wealth Management sold 1,425 Fiserv Inc shares in Q3 2023, an estimated $175K.
  • Fiserv Inc made up 0.71% of Madison Wealth Management's portfolio in Q3 2023, its #44 holding.
  • Madison Wealth Management first reported a position in Fiserv Inc in Q2 2022 and has held it in 6 quarters since.
  • Madison Wealth Management's Fiserv Inc position peaked at $3.97M in Q2 2023.
  • 1,489 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.