MPPLM
FISV

Midwest Professional Planners Ltd (MPPL)’s Fiserv Inc FISV Stock Holding History

Midwest Professional Planners Ltd (MPPL)’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
Q2 		– Sell
-12,746
Closed -$2.81M – 154
2025
Q1 		$2.81M Buy
12,746
+167
+1% +$36.6K 0.88% 37
2024
Q4 		$2.58M Buy
12,579
+458
+4% +$93.5K 0.77% 40
2024
Q3 		$2.18M Buy
12,121
+385
+3% +$63.5K 0.67% 47
2024
Q2 		$1.75M Buy
11,736
+165
+1% +$25K 0.58% 48
2024
Q1 		$1.85M Sell
11,571
-3,462
-23% -$504K 0.65% 46
2023
Q4 		$2M Buy
15,033
+1,013
+7% +$124K 0.8% 37
2023
Q3 		$1.58M Buy
14,020
+1,281
+10% +$158K 0.71% 43
2023
Q2 		$1.61M Buy
12,739
+2,118
+20% +$249K 0.7% 40
2023
Q1 		$1.2M Buy
10,621
+529
+5% +$58.2K 0.59% 50
2022
Q4 		$1.02M Buy
10,092
+574
+6% +$57.2K 0.56% 56
2022
Q3 		$891K Buy
9,518
+1,014
+12% +$103K 0.53% 55
2022
Q2 		$757K Buy
8,504
+342
+4% +$33.2K 0.43% 60
2022
Q1 		$828K Buy
8,162
+352
+5% +$35.6K 0.41% 59
2021
Q4 		$811K Sell
7,810
-35
-0.4% -$3.62K 0.39% 63
2021
Q3 		$851K Buy
7,845
+256
+3% +$28.6K 0.45% 64
2021
Q2 		$811K Buy
7,589
+4,611
+155% +$536K 0.42% 66
2021
Q1 		$283K Sell
2,978
-4,068
-58% -$467K 0.28% 71
2020
Q4 		$802K Buy
7,046
+830
+13% +$89.4K 0.49% 56
2020
Q3 		$641K Buy
6,216
+514
+9% +$51.2K 0.45% 62
2020
Q2 		$557K Buy
5,702
+2,724
+91% +$274K 0.44% 62
2020
Q1 		$283K Buy
2,978
+206
+7% +$22.9K 0.28% 72
2019
Q4 		$321K Buy
2,772
+612
+28% +$67.6K 0.26% 73
2019
Q3 		$224K Buy
+2,160
New +$221K 0.2% 81
2018
Q3 		– Sell
-407
Closed -$30K – 158
2018
Q2 		$30K Sell
407
-30
-7% -$2.18K 0.03% 167
2018
Q1 		$31K Buy
437
+387
+774% +$27.2K 0.03% 158
2017
Q4 		$3K Buy
+50
New +$3.23K ﹤0.01% 304

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Midwest Professional Planners Ltd (MPPL)'s FISV Position: Q2 2025 in Review

Midwest Professional Planners Ltd (MPPL) sold out of Fiserv Inc (FISV) in Q2 2025, closing a stake of 12,746 shares — an estimated $2.81M sold.

Midwest Professional Planners Ltd (MPPL) first reported a position in FISV in Q4 2017 and held it in 26 quarters. The position peaked at $2.81M in Q1 2025. 1,844 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

  • Midwest Professional Planners Ltd (MPPL) reported no remaining Fiserv Inc position as of Q2 2025 after selling out during the quarter.
  • Midwest Professional Planners Ltd (MPPL) sold 12,746 Fiserv Inc shares in Q2 2025, an estimated $2.81M.
  • Midwest Professional Planners Ltd (MPPL) first reported a position in Fiserv Inc in Q4 2017 and held it in 26 quarters.
  • Midwest Professional Planners Ltd (MPPL)'s Fiserv Inc position peaked at $2.81M in Q1 2025.
  • 1,844 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q2 2025, filed 11 Aug 2025.