MA
FISV

MONECO Advisors’s Fiserv Inc FISV Stock Holding History

MONECO 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
-3,615
Closed -$466K – 518
2025
Q3 		$466K Sell
3,615
-424
-10% -$60.8K 0.04% 318
2025
Q2 		$696K Buy
4,039
+113
+3% +$20.5K 0.06% 235
2025
Q1 		$867K Buy
3,926
+29
+0.7% +$6.35K 0.09% 195
2024
Q4 		$801K Buy
3,897
+305
+8% +$62.3K 0.08% 204
2024
Q3 		$645K Buy
3,592
+80
+2% +$13.2K 0.08% 213
2024
Q2 		$523K Buy
3,512
+289
+9% +$43.7K 0.08% 232
2024
Q1 		$515K Sell
3,223
-45
-1% -$6.55K 0.08% 234
2023
Q4 		$434K Buy
3,268
+268
+9% +$32.9K 0.08% 231
2023
Q3 		$339K Sell
3,000
-12
-0.4% -$1.48K 0.09% 232
2023
Q2 		$380K Sell
3,012
-3
-0.1% -$353 0.1% 213
2023
Q1 		$341K Buy
3,015
+107
+4% +$11.8K 0.1% 222
2022
Q4 		$294K Hold
2,908
– – 0.11% 197
2022
Q3 		$272K Sell
2,908
-8
-0.3% -$815 0.11% 189
2022
Q2 		$259K Buy
2,916
+202
+7% +$19.6K 0.1% 200
2022
Q1 		$275K Sell
2,714
-4
-0.1% -$405 0.1% 191
2021
Q4 		$289K Buy
2,718
+6
+0.2% +$620 0.11% 186
2021
Q3 		$294K Buy
2,712
+266
+11% +$29.7K 0.12% 185
2021
Q2 		$261K Hold
2,446
– – 0.12% 174
2021
Q1 		$291K Sell
2,446
-449
-16% -$51.5K 0.14% 152
2020
Q4 		$319K Buy
2,895
+55
+2% +$5.93K 0.18% 121
2020
Q3 		$293K Buy
2,840
+199
+8% +$19.8K 0.19% 114
2020
Q2 		$258K Buy
2,641
+333
+14% +$33.5K 0.2% 112
2020
Q1 		$219K Buy
2,308
+22
+1% +$2.44K 0.22% 104
2019
Q4 		$276K Buy
2,286
+44
+2% +$4.86K 0.2% 114
2019
Q3 		$232K Buy
+2,242
New +$229K 0.18% 120

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

MONECO Advisors's FISV Position: Q4 2025 in Review

MONECO Advisors sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 3,615 shares — an estimated $466K sold.

MONECO Advisors first reported a position in FISV in Q3 2019 and held it in 25 quarters. The position peaked at $867K in Q1 2025. 1,398 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • MONECO Advisors reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • MONECO Advisors sold 3,615 Fiserv Inc shares in Q4 2025, an estimated $466K.
  • MONECO Advisors first reported a position in Fiserv Inc in Q3 2019 and held it in 25 quarters.
  • MONECO Advisors's Fiserv Inc position peaked at $867K in Q1 2025.
  • 1,398 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on MONECO Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.