MWM
FISV

Modera Wealth Management’s Fiserv Inc FISV Stock Holding History

Modera 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 		$209K Sell
4,251
-1,019
-19% -$57K ﹤0.01% 629
2026
Q1 		$294K Buy
5,270
+40
+0.8% +$2.48K ﹤0.01% 537
2025
Q4 		$351K Sell
5,230
-187
-3% -$15.7K ﹤0.01% 519
2025
Q3 		$698K Buy
5,417
+15
+0.3% +$2.15K 0.01% 398
2025
Q2 		$931K Sell
5,402
-42
-0.8% -$7.62K 0.01% 342
2025
Q1 		$1.2M Sell
5,444
-399
-7% -$87.4K 0.02% 302
2024
Q4 		$1.2M Buy
5,843
+463
+9% +$94.5K 0.01% 302
2024
Q3 		$967K Buy
5,380
+6
+0.1% +$990 0.01% 313
2024
Q2 		$801K Sell
5,374
-26
-0.5% -$3.94K 0.01% 319
2024
Q1 		$863K Sell
5,400
-127
-2% -$18.5K 0.01% 315
2023
Q4 		$734K Buy
5,527
+84
+2% +$10.3K 0.01% 322
2023
Q3 		$615K Buy
5,443
+121
+2% +$14.9K 0.01% 336
2023
Q2 		$671K Buy
5,322
+2,849
+115% +$335K 0.01% 343
2023
Q1 		$280K Buy
2,473
+103
+4% +$11.3K 0.01% 296
2022
Q4 		$240K Sell
2,370
-16
-0.7% -$1.59K 0.01% 312
2022
Q3 		$223K Buy
2,386
+16
+0.7% +$1.63K 0.01% 286
2022
Q2 		$211K Sell
2,370
-911
-28% -$88.4K 0.01% 311
2022
Q1 		$333K Sell
3,281
-1,729
-35% -$175K 0.01% 264
2021
Q4 		$520K Buy
+5,010
New +$518K 0.02% 268

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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 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

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

Modera Wealth Management reduced its Fiserv Inc (FISV) stake by 19% in Q2 2026, selling an estimated $57K and leaving 4,251 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #629.

Modera Wealth Management first reported a position in FISV in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.2M in Q1 2025. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Modera Wealth Management held 4,251 shares of Fiserv Inc worth $209K as of Q2 2026.
  • Modera Wealth Management sold 1,019 Fiserv Inc shares in Q2 2026, an estimated $57K.
  • Fiserv Inc made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #629 holding.
  • Modera Wealth Management first reported a position in Fiserv Inc in Q4 2021 and has held it in 19 quarters since.
  • Modera Wealth Management's Fiserv Inc position peaked at $1.2M in Q1 2025.
  • 823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.