MilWealth Group’s Fiserv Inc FISV Stock Holding History

MilWealth Group’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	-385	Closed	-$49.6K	–	75
2025 Q3	$49.6K	Hold	385	–	–	0.01%	41
2025 Q2	$66.4K	Hold	385	–	–	0.02%	38
2025 Q1	$85K	Hold	385	–	–	0.02%	34
2024 Q4	$79.1K	Hold	385	–	–	0.02%	47
2024 Q3	$69.2K	Hold	385	–	–	0.02%	38
2024 Q2	$57.4K	Hold	385	–	–	0.02%	39
2024 Q1	$61.5K	Hold	385	–	–	0.02%	36
2023 Q4	$51.1K	Hold	385	–	–	0.02%	38
2023 Q3	$43.5K	Hold	385	–	–	0.02%	38
2023 Q2	$48.6K	Hold	385	–	–	0.02%	37
2023 Q1	$43.5K	Hold	385	–	–	0.02%	38
2022 Q4	$38.9K	Hold	385	–	–	0.02%	38
2022 Q3	$36K	Sell	385 -67	-15%	-$6.83K	0.02%	36
2022 Q2	$40.2K	Hold	452	–	–	0.02%	41
2022 Q1	$45.8K	Hold	452	–	–	0.02%	42
2021 Q4	$46.9K	Hold	452	–	–	0.02%	37
2021 Q3	$49K	Hold	452	–	–	0.02%	38
2021 Q2	$48.3K	Hold	452	–	–	0.02%	35
2021 Q1	$53.8K	Hold	452	–	–	0.03%	32
2020 Q4	$51.5K	Hold	452	–	–	0.03%	32
2020 Q3	$46.6K	Hold	452	–	–	0.03%	32
2020 Q2	$44.1K	Hold	452	–	–	0.03%	33
2020 Q1	$42.9K	Hold	452	–	–	0.03%	33
2019 Q4	$52.3K	Hold	452	–	–	0.04%	32
2019 Q3	$46.8K	Hold	452	–	–	0.04%	33
2019 Q2	$41.2K	Hold	452	–	–	0.04%	29
2019 Q1	$39.9K	Hold	452	–	–	0.04%	31
2018 Q4	$33.2K	Buy	+452	New	+$34.9K	0.03%	36

Other funds holding FISV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

MilWealth Group's FISV Position: Q4 2025 in Review

MilWealth Group sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 385 shares — an estimated $49.6K sold.

MilWealth Group first reported a position in FISV in Q4 2018 and held it in 28 quarters. The position peaked at $85K in Q1 2025. 1,398 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

MilWealth Group reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
MilWealth Group sold 385 Fiserv Inc shares in Q4 2025, an estimated $49.6K.
MilWealth Group first reported a position in Fiserv Inc in Q4 2018 and held it in 28 quarters.
MilWealth Group's Fiserv Inc position peaked at $85K in Q1 2025.
1,398 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on MilWealth Group's 13F filing for Q4 2025, filed 2 Feb 2026.