MWS
FISV

Maxwell Wealth Strategies’s Fiserv Inc FISV Stock Holding History

Maxwell Wealth Strategies’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
2024
Q4 		$3.04M Sell
14,784
-225
-1% -$45.9K 1.24% 22
2024
Q3 		$3.05M Buy
15,009
+2,869
+24% +$473K 1.3% 22
2024
Q2 		$1.81M Buy
12,140
+86
+0.7% +$13K 0.89% 39
2024
Q1 		$1.78M Buy
12,054
+10,419
+637% +$1.52M 0.9% 41
2023
Q4 		$217K Buy
+1,635
New +$201K 0.14% 89

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
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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Maxwell Wealth Strategies's FISV Position: Q4 2024 in Review

Maxwell Wealth Strategies reduced its Fiserv Inc (FISV) stake by 1.5% in Q4 2024, selling an estimated $45.9K and leaving 14,784 shares worth $3.04M. The position accounts for 1.24% of the portfolio, ranked #22.

Maxwell Wealth Strategies first reported a position in FISV in Q4 2023 and has held it in 5 quarters since. The position peaked at $3.05M in Q3 2024. 1,897 funds tracked by Wall St. Rank hold FISV as of Q4 2024.

  • Maxwell Wealth Strategies held 14,784 shares of Fiserv Inc worth $3.04M as of Q4 2024.
  • Maxwell Wealth Strategies sold 225 Fiserv Inc shares in Q4 2024, an estimated $45.9K.
  • Fiserv Inc made up 1.24% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #22 holding.
  • Maxwell Wealth Strategies first reported a position in Fiserv Inc in Q4 2023 and has held it in 5 quarters since.
  • Maxwell Wealth Strategies's Fiserv Inc position peaked at $3.05M in Q3 2024.
  • 1,897 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.