Marshall & Sullivan’s Fiserv Inc FISV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.83M Buy
37,435
+255
+0.7% +$36.5K 2.24% 21
2025
Q2
$6.41M Sell
37,180
-372
-1% -$67.5K 3.08% 11
2025
Q1
$8.29M Sell
37,552
-2,423
-6% -$530K 4.21% 3
2024
Q4
$8.21M Sell
39,975
-2,167
-5% -$442K 4.01% 4
2024
Q3
$7.57M Sell
42,142
-931
-2% -$154K 3.64% 5
2024
Q2
$6.42M Sell
43,073
-1,012
-2% -$153K 3.21% 12
2024
Q1
$7.05M Sell
44,085
-461
-1% -$67.1K 3.49% 7
2023
Q4
$5.92M Sell
44,546
-1,223
-3% -$150K 3.13% 11
2023
Q3
$5.17M Sell
45,769
-846
-2% -$104K 3.01% 14
2023
Q2
$5.88M Buy
46,615
+270
+0.6% +$31.8K 3.28% 11
2023
Q1
$5.24M Buy
46,345
+149
+0.3% +$16.4K 3.17% 12
2022
Q4
$4.67M Sell
46,196
-397
-0.9% -$39.5K 2.93% 18
2022
Q3
$4.36M Buy
46,593
+91
+0.2% +$9.27K 3.01% 16
2022
Q2
$4.14M Buy
46,502
+321
+0.7% +$31.1K 2.52% 21
2022
Q1
$4.68M Sell
46,181
-1,208
-3% -$122K 2.61% 20
2021
Q4
$4.92M Buy
47,389
+769
+2% +$79.5K 2.37% 22
2021
Q3
$5.06M Buy
46,620
+1,697
+4% +$190K 2.64% 17
2021
Q2
$4.8M Buy
44,923
+597
+1% +$69.4K 2.66% 19
2021
Q1
$5.28M Buy
44,326
+39,339
+789% +$4.51M 3.18% 14
2020
Q4
$43.8K Sell
4,987
-38,249
-88% -$4.12M 4.33% 8
2020
Q3
$4.46M Buy
43,236
+599
+1% +$59.7K 3% 17
2020
Q2
$4.16M Sell
42,637
-221
-0.5% -$22.3K 3.04% 14
2020
Q1
$4.07M Sell
42,858
-4,317
-9% -$480K 3.61% 6
2019
Q4
$5.45M Sell
47,175
-2,101
-4% -$232K 3.73% 5
2019
Q3
$5.11M Sell
49,276
-4,972
-9% -$508K 3.75% 8
2019
Q2
$4.95M Sell
54,248
-1,674
-3% -$147K 3.49% 8
2019
Q1
$4.94M Sell
55,922
-6,817
-11% -$562K 3.63% 7
2018
Q4
$4.61M Sell
62,739
-5,221
-8% -$404K 4.01% 5
2018
Q3
$5.6M Sell
67,960
-1,141
-2% -$89.6K 4.07% 4
2018
Q2
$5.12M Buy
69,101
+829
+1% +$60.2K 4.74% 2
2018
Q1
$4.87M Sell
68,272
-6,750
-9% -$475K 3.95% 4
2017
Q4
$4.92M Sell
75,022
-1,492
-2% -$96.3K 3.93% 5
2017
Q3
$4.95M Sell
76,514
-900
-1% -$55.9K 4.58% 3
2017
Q2
$4.74M Sell
77,414
-910
-1% -$55K 4.08% 4
2017
Q1
$4.73M Buy
78,324
+1,594
+2% +$89.5K 4.1% 4
2016
Q4
$4.08M Sell
76,730
-930
-1% -$47.8K 4.96% 2
2016
Q3
$3.86M Sell
77,660
-418
-0.5% -$21.9K 4.97% 1
2016
Q2
$4.24M Sell
78,078
-538
-0.7% -$27.7K 5.47% 1
2016
Q1
$4.03M Sell
78,616
-3,950
-5% -$187K 5.13% 1
2015
Q4
$3.77M Sell
82,566
-748
-0.9% -$35.1K 4.99% 1
2015
Q3
$4.02M Sell
83,314
-6,712
-7% -$290K 5.24% 1
2015
Q2
$3.73M Sell
90,026
-1,486
-2% -$59.8K 5.02% 2
2015
Q1
$3.63M Sell
91,512
-5,182
-5% -$198K 4.67% 2
2014
Q4
$3.43M Sell
96,694
-2,494
-3% -$85.4K 4.26% 2
2014
Q3
$3.21M Buy
99,188
+11,500
+13% +$363K 4.5% 3
2014
Q2
$2.64M Sell
87,688
-1,640
-2% -$48.6K 4.41% 3
2014
Q1
$2.53M Sell
89,328
-804
-0.9% -$23K 4.56% 2
2013
Q4
$2.66M Sell
90,132
-2,000
-2% -$54K 4.88% 2
2013
Q3
$2.33M Sell
92,132
-5,524
-6% -$134K 4.35% 2
2013
Q2
$2.13M Buy
+97,656
New +$2.14M 4.33% 3

Other funds holding FISV

Marshall & Sullivan's FISV Position: Q3 2025 in Review

Marshall & Sullivan increased its Fiserv Inc (FISV) stake by 0.69% in Q3 2025, buying an estimated $36.5K and bringing the position to 37,435 shares worth $4.83M. The position accounts for 2.24% of the portfolio, ranked #21.

Marshall & Sullivan first reported a position in FISV in Q2 2013 and has held it in 50 quarters since. The position peaked at $8.29M in Q1 2025. 1,731 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • Marshall & Sullivan held 37,435 shares of Fiserv Inc worth $4.83M as of Q3 2025.
  • Marshall & Sullivan bought 255 Fiserv Inc shares in Q3 2025, an estimated $36.5K.
  • Fiserv Inc made up 2.24% of Marshall & Sullivan's portfolio in Q3 2025, its #21 holding.
  • Marshall & Sullivan first reported a position in Fiserv Inc in Q2 2013 and has held it in 50 quarters since.
  • Marshall & Sullivan's Fiserv Inc position peaked at $8.29M in Q1 2025.
  • 1,731 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Marshall & Sullivan's 13F filing for Q3 2025, filed 15 Oct 2025.