MWA
FISV

Medallion Wealth Advisors’s Fiserv Inc FISV Stock Holding History

Medallion 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
2026
Q1 		$17.3K Hold
310
– – 0.01% 676
2025
Q4 		$20.8K Buy
310
+74
+31% +$6.2K 0.01% 635
2025
Q3 		$30.4K Hold
236
– – 0.01% 560
2025
Q2 		$40.7K Hold
236
– – 0.02% 492
2025
Q1 		$52.2K Buy
236
+36
+18% +$7.88K 0.02% 424
2024
Q4 		$44.2K Buy
+200
New +$40.8K 0.02% 432

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Medallion Wealth Advisors's FISV Position: Q1 2026 in Review

Medallion Wealth Advisors held its Fiserv Inc (FISV) position steady in Q1 2026 at 310 shares worth $17.3K. The position accounts for 0.01% of the portfolio, ranked #676.

Medallion Wealth Advisors first reported a position in FISV in Q4 2024 and has held it in 6 quarters since. The position peaked at $52.2K in Q1 2025. 1,256 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Medallion Wealth Advisors held 310 shares of Fiserv Inc worth $17.3K as of Q1 2026.
  • Medallion Wealth Advisors left its Fiserv Inc share count unchanged in Q1 2026.
  • Fiserv Inc made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #676 holding.
  • Medallion Wealth Advisors first reported a position in Fiserv Inc in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Fiserv Inc position peaked at $52.2K in Q1 2025.
  • 1,256 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.