Marotta Asset Management’s Fiserv Inc FISV Stock Holding History

Marotta Asset 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 Q4	–	Sell	-1,600	Closed	-$202K	–	105
2025 Q3	$202K	Sell	1,600 -1,600	-50%	-$229K	0.04%	105
2025 Q2	$552K	Sell	3,200 -11	-0.3%	-$2K	0.11%	63
2025 Q1	$577K	Hold	3,211	–	–	0.11%	66
2024 Q4	$661K	Hold	3,211	–	–	0.14%	64
2024 Q3	$577K	Hold	3,211	–	–	0.11%	66
2024 Q2	$472K	Buy	3,211 +11	+0.3%	+$1.67K	0.1%	69
2024 Q1	$511K	Hold	3,200	–	–	0.11%	67
2023 Q4	$425K	Hold	3,200	–	–	0.09%	73
2023 Q3	$361K	Hold	3,200	–	–	0.08%	76
2023 Q2	$404K	Buy	+3,200	New	+$377K	0.09%	74
2022 Q4	$323K	Hold	3,200	–	–	0.08%	84
2022 Q3	$299K	Hold	3,200	–	–	0.08%	81
2022 Q2	$296K	Hold	3,200	–	–	0.07%	85
2022 Q1	$324K	Hold	3,200	–	–	0.08%	87
2021 Q4	$332K	Hold	3,200	–	–	0.08%	81
2021 Q3	$347K	Hold	3,200	–	–	0.08%	76
2021 Q2	$347K	Hold	3,200	–	–	0.08%	75
2021 Q1	$391K	Hold	3,200	–	–	0.1%	68
2020 Q4	$364K	Hold	3,200	–	–	0.1%	58
2020 Q3	$330K	Hold	3,200	–	–	0.1%	61
2020 Q2	$312K	Hold	3,200	–	–	0.1%	66
2020 Q1	$282K	Hold	3,200	–	–	0.11%	65
2019 Q4	$390K	Buy	+3,200	New	+$353K	0.12%	66

Other funds holding FISV

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Marotta Asset Management's FISV Position: Q4 2025 in Review

Marotta Asset Management sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 1,600 shares — an estimated $202K sold.

Marotta Asset Management first reported a position in FISV in Q4 2019 and held it in 23 quarters. The position peaked at $661K in Q4 2024. 1,397 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

Marotta Asset Management reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
Marotta Asset Management sold 1,600 Fiserv Inc shares in Q4 2025, an estimated $202K.
Marotta Asset Management first reported a position in Fiserv Inc in Q4 2019 and held it in 23 quarters.
Marotta Asset Management's Fiserv Inc position peaked at $661K in Q4 2024.
1,397 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Marotta Asset Management's 13F filing for Q4 2025, filed 7 Jan 2026.