MW
FISV

Marcum Wealth’s Fiserv Inc FISV Stock Holding History

Marcum Wealth’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
Q1 		$534K Buy
2,419
+6
+0.2% +$1.31K 0.05% 183
2024
Q4 		$496K Buy
2,413
+563
+30% +$115K 0.04% 196
2024
Q3 		$332K Sell
1,850
-43
-2% -$7.09K 0.03% 263
2024
Q2 		$282K Buy
1,893
+32
+2% +$4.84K 0.03% 283
2024
Q1 		$297K Sell
1,861
-4
-0.2% -$583 0.03% 271
2023
Q4 		$248K Sell
1,865
-264
-12% -$32.4K 0.03% 296
2023
Q3 		$240K Sell
2,129
-15
-0.7% -$1.85K 0.03% 287
2023
Q2 		$270K Sell
2,144
-113
-5% -$13.3K 0.03% 267
2023
Q1 		$255K Buy
2,257
+48
+2% +$5.28K 0.03% 278
2022
Q4 		$223K Sell
2,209
-242
-10% -$24.1K 0.03% 289
2022
Q3 		$229K Buy
2,451
+9
+0.4% +$917 0.03% 278
2022
Q2 		$217K Sell
2,442
-153
-6% -$14.8K 0.03% 290
2022
Q1 		$263K Buy
2,595
+540
+26% +$54.7K 0.04% 266
2021
Q4 		$213K Buy
2,055
+18
+0.9% +$1.86K 0.03% 317
2021
Q3 		$221K Buy
+2,037
New +$228K 0.03% 290
2021
Q2 		– Sell
-1,737
Closed -$207K – 349
2021
Q1 		$207K Buy
+1,737
New +$199K 0.03% 276

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marcum Wealth's FISV Position: Q1 2025 in Review

Marcum Wealth increased its Fiserv Inc (FISV) stake by 0.25% in Q1 2025, buying an estimated $1.31K and bringing the position to 2,419 shares worth $534K. The position accounts for 0.05% of the portfolio, ranked #183.

Marcum Wealth first reported a position in FISV in Q1 2021 and has held it in 16 quarters since. 1,934 funds tracked by Wall St. Rank hold FISV as of Q1 2025.

  • Marcum Wealth held 2,419 shares of Fiserv Inc worth $534K as of Q1 2025.
  • Marcum Wealth bought 6 Fiserv Inc shares in Q1 2025, an estimated $1.31K.
  • Fiserv Inc made up 0.05% of Marcum Wealth's portfolio in Q1 2025, its #183 holding.
  • Marcum Wealth first reported a position in Fiserv Inc in Q1 2021 and has held it in 16 quarters since.
  • 1,934 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.