MSWA
FISV

Marshall & Sterling Wealth Advisors’s Fiserv Inc FISV Stock Holding History

Marshall & Sterling Wealth Advisors’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
-232
Closed -$29.9K – 450
2025
Q3 		$29.9K Buy
232
+27
+13% +$3.87K 0.02% 229
2025
Q2 		$35.3K Buy
205
+175
+583% +$31.7K 0.02% 198
2025
Q1 		$6.63K Buy
+30
New +$6.57K ﹤0.01% 412

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's FISV Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 232 shares — an estimated $29.9K sold.

Marshall & Sterling Wealth Advisors first reported a position in FISV in Q1 2025 and held it in 3 quarters. The position peaked at $35.3K in Q2 2025. 1,401 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 232 Fiserv Inc shares in Q4 2025, an estimated $29.9K.
  • Marshall & Sterling Wealth Advisors first reported a position in Fiserv Inc in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Fiserv Inc position peaked at $35.3K in Q2 2025.
  • 1,401 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.