MWA
FISV

Meridian Wealth Advisors’s Fiserv Inc FISV Stock Holding History

Meridian 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
2025
Q4 		– Sell
-27,864
Closed -$3.59M – 189
2025
Q3 		$3.59M Buy
27,864
+695
+3% +$99.6K 0.51% 50
2025
Q2 		$4.68M Buy
27,169
+304
+1% +$55.1K 0.74% 37
2025
Q1 		$5.93M Buy
26,865
+1,046
+4% +$229K 1.01% 28
2024
Q4 		$5.3M Sell
25,819
-541
-2% -$110K 0.87% 31
2024
Q3 		$4.74M Buy
26,360
+585
+2% +$96.5K 0.79% 34
2024
Q2 		$3.84M Buy
25,775
+125
+0.5% +$18.9K 0.69% 38
2024
Q1 		$4.1M Buy
25,650
+1,530
+6% +$223K 0.77% 37
2023
Q4 		$3.2M Buy
24,120
+826
+4% +$101K 0.7% 41
2023
Q3 		$2.63M Buy
23,294
+676
+3% +$83.3K 0.66% 41
2023
Q2 		$2.85M Buy
22,618
+1,199
+6% +$141K 0.69% 39
2023
Q1 		$2.42M Buy
21,419
+4,958
+30% +$545K 0.61% 45
2022
Q4 		$1.66M Buy
+16,461
New +$1.64M 0.43% 58

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 $3.37T AUM 44.26% 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

Meridian Wealth Advisors's FISV Position: Q4 2025 in Review

Meridian Wealth Advisors sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 27,864 shares — an estimated $3.59M sold.

Meridian Wealth Advisors first reported a position in FISV in Q4 2022 and held it in 12 quarters. The position peaked at $5.93M in Q1 2025. 1,398 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Meridian Wealth Advisors reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Meridian Wealth Advisors sold 27,864 Fiserv Inc shares in Q4 2025, an estimated $3.59M.
  • Meridian Wealth Advisors first reported a position in Fiserv Inc in Q4 2022 and held it in 12 quarters.
  • Meridian Wealth Advisors's Fiserv Inc position peaked at $5.93M in Q1 2025.
  • 1,398 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Meridian Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.