MGIA
FISV

Moneta Group Investment Advisors’s Fiserv Inc FISV Stock Holding History

Moneta Group Investment 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
2026
Q1 		$294K Sell
5,271
-30
-0.6% -$1.86K ﹤0.01% 631
2025
Q4 		$356K Sell
5,301
-3,591
-40% -$301K ﹤0.01% 591
2025
Q3 		$1.15M Buy
8,892
+191
+2% +$27.4K 0.01% 332
2025
Q2 		$1.5M Buy
8,701
+96
+1% +$17.4K 0.02% 254
2025
Q1 		$1.9M Sell
8,605
-182
-2% -$39.8K 0.03% 215
2024
Q4 		$1.81M Buy
8,787
+6
+0.1% +$1.23K 0.03% 222
2024
Q3 		$1.58M Buy
8,781
+398
+5% +$65.6K 0.02% 224
2024
Q2 		$1.25M Buy
8,383
+284
+4% +$43K 0.02% 242
2024
Q1 		$1.29M Buy
8,099
+1,299
+19% +$189K 0.02% 234
2023
Q4 		$903K Sell
6,800
-139
-2% -$17.1K 0.02% 253
2023
Q3 		$784K Sell
6,939
-197
-3% -$24.3K 0.02% 253
2023
Q2 		$900K Buy
7,136
+2,292
+47% +$270K 0.02% 236
2023
Q1 		$548K Buy
4,844
+1,019
+27% +$112K 0.01% 306
2022
Q4 		$408K Buy
3,825
+448
+13% +$44.6K 0.01% 320
2022
Q3 		$316K Sell
3,377
-624
-16% -$63.6K 0.01% 344
2022
Q2 		$356K Buy
4,001
+589
+17% +$57.1K 0.01% 354
2022
Q1 		$346K Sell
3,412
-413
-11% -$41.8K 0.01% 339
2021
Q4 		$397K Sell
3,825
-28
-0.7% -$2.9K 0.02% 330
2021
Q3 		$418K Sell
3,853
-787
-17% -$87.9K 0.02% 306
2021
Q2 		$496K Buy
4,640
+641
+16% +$74.5K 0.02% 286
2021
Q1 		$476K Buy
3,999
+705
+21% +$80.9K 0.03% 268
2020
Q4 		$375K Buy
3,294
+276
+9% +$29.7K 0.03% 227
2020
Q3 		$311K Sell
3,018
-1,827
-38% -$182K 0.03% 217
2020
Q2 		$473K Buy
4,845
+308
+7% +$31K 0.04% 167
2020
Q1 		$431K Buy
4,537
+1,951
+75% +$217K 0.04% 161
2019
Q4 		$299K Buy
2,586
+250
+11% +$27.6K 0.03% 205
2019
Q3 		$242K Buy
+2,336
New +$238K 0.02% 224
2018
Q2 		– Sell
-100
Closed -$7K – 468
2018
Q1 		$7K Buy
100
+94
+1,567% +$6.61K ﹤0.01% 489
2017
Q4 		$0 Buy
+6
New +$387 ﹤0.01% 494

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Moneta Group Investment Advisors's FISV Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Fiserv Inc (FISV) stake by 0.57% in Q1 2026, selling an estimated $1.86K and leaving 5,271 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #631.

Moneta Group Investment Advisors first reported a position in FISV in Q4 2017 and has held it in 29 quarters since. The position peaked at $1.9M in Q1 2025. 1,256 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Moneta Group Investment Advisors held 5,271 shares of Fiserv Inc worth $294K as of Q1 2026.
  • Moneta Group Investment Advisors sold 30 Fiserv Inc shares in Q1 2026, an estimated $1.86K.
  • Fiserv Inc made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #631 holding.
  • Moneta Group Investment Advisors first reported a position in Fiserv Inc in Q4 2017 and has held it in 29 quarters since.
  • Moneta Group Investment Advisors's Fiserv Inc position peaked at $1.9M in Q1 2025.
  • 1,256 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.