ML
FISV

McAdam LLC’s Fiserv Inc FISV Stock Holding History

McAdam LLC’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
Q3 		– Sell
-1,287
Closed -$222K – 400
2025
Q2 		$222K Buy
1,287
+24
+2% +$4.35K 0.01% 346
2025
Q1 		$279K Sell
1,263
-388
-24% -$84.9K 0.02% 273
2024
Q4 		$339K Buy
1,651
+58
+4% +$11.8K 0.02% 258
2024
Q3 		$286K Buy
1,593
+44
+3% +$7.26K 0.02% 264
2024
Q2 		$231K Buy
1,549
+8
+0.5% +$1.21K 0.01% 281
2024
Q1 		$246K Buy
+1,541
New +$224K 0.02% 257

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

McAdam LLC's FISV Position: Q3 2025 in Review

McAdam LLC sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 1,287 shares — an estimated $222K sold.

McAdam LLC first reported a position in FISV in Q1 2024 and held it in 6 quarters. The position peaked at $339K in Q4 2024. 1,731 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • McAdam LLC reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
  • McAdam LLC sold 1,287 Fiserv Inc shares in Q3 2025, an estimated $222K.
  • McAdam LLC first reported a position in Fiserv Inc in Q1 2024 and held it in 6 quarters.
  • McAdam LLC's Fiserv Inc position peaked at $339K in Q4 2024.
  • 1,731 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on McAdam LLC's 13F filing for Q3 2025, filed 29 Oct 2025.