MWM
FISV

Meadowbrook Wealth Management’s Fiserv Inc FISV Stock Holding History

Meadowbrook Wealth 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
-2,377
Closed -$306K – 71
2025
Q3 		$306K Buy
+2,377
New +$341K 0.32% 69

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

Meadowbrook Wealth Management's FISV Position: Q4 2025 in Review

Meadowbrook Wealth Management sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 2,377 shares — an estimated $306K sold.

Meadowbrook Wealth Management first reported a position in FISV in Q3 2025 and held it in 1 quarter. The position peaked at $306K in Q3 2025. 1,401 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Meadowbrook Wealth Management reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Meadowbrook Wealth Management sold 2,377 Fiserv Inc shares in Q4 2025, an estimated $306K.
  • Meadowbrook Wealth Management first reported a position in Fiserv Inc in Q3 2025 and held it in 1 quarter.
  • Meadowbrook Wealth Management's Fiserv Inc position peaked at $306K in Q3 2025.
  • 1,401 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Meadowbrook Wealth Management's 13F filing for Q4 2025, filed 12 Jan 2026.