MWM
FISV

Meridian Wealth Management’s Fiserv Inc FISV Stock Holding History

Meridian 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
2026
Q2 		$1.08M Sell
22,115
-22,925
-51% -$1.28M 0.03% 368
2026
Q1 		$2.51M Sell
45,040
-8,115
-15% -$502K 0.09% 200
2025
Q4 		$3.57M Buy
53,155
+51,210
+2,633% +$4.29M 0.13% 151
2025
Q3 		$251K Sell
1,945
-2,783
-59% -$399K 0.01% 625
2025
Q2 		$815K Sell
4,728
-56
-1% -$10.2K 0.03% 345
2025
Q1 		$1.06M Sell
4,784
-67
-1% -$14.7K 0.05% 282
2024
Q4 		$996K Sell
4,851
-187
-4% -$38.2K 0.05% 292
2024
Q3 		$905K Buy
+5,038
New +$831K 0.04% 299
2024
Q2 		– Sell
-5,546
Closed -$886K – 369
2024
Q1 		$886K Sell
5,546
-13
-0.2% -$1.89K 0.15% 99
2023
Q4 		$738K Sell
5,559
-6,053
-52% -$743K 0.05% 305
2023
Q3 		$1.31M Buy
11,612
+5,031
+76% +$620K 0.08% 203
2023
Q2 		$830K Sell
6,581
-216
-3% -$25.4K 0.07% 232
2023
Q1 		$768K Sell
6,797
-69
-1% -$7.59K 0.07% 248
2022
Q4 		$694K Buy
6,866
+3,931
+134% +$392K 0.07% 250
2022
Q3 		$275K Sell
2,935
-2,433
-45% -$248K 0.03% 382
2022
Q2 		$478K Buy
+5,368
New +$521K 0.04% 358

Other funds holding FISV

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

Meridian Wealth Management's FISV Position: Q2 2026 in Review

Meridian Wealth Management reduced its Fiserv Inc (FISV) stake by 51% in Q2 2026, selling an estimated $1.28M and leaving 22,115 shares worth $1.08M. The position accounts for 0.03% of the portfolio, ranked #368.

Meridian Wealth Management first reported a position in FISV in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.57M in Q4 2025. 776 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Meridian Wealth Management held 22,115 shares of Fiserv Inc worth $1.08M as of Q2 2026.
  • Meridian Wealth Management sold 22,925 Fiserv Inc shares in Q2 2026, an estimated $1.28M.
  • Fiserv Inc made up 0.03% of Meridian Wealth Management's portfolio in Q2 2026, its #368 holding.
  • Meridian Wealth Management first reported a position in Fiserv Inc in Q2 2022 and has held it in 16 quarters since.
  • Meridian Wealth Management's Fiserv Inc position peaked at $3.57M in Q4 2025.
  • 776 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.