MPW
FISV

Monterey Private Wealth’s Fiserv Inc FISV Stock Holding History

Monterey Private Wealth’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
Q1 		$409K Buy
1,850
+2
+0.1% +$438 0.12% 80
2024
Q4 		$380K Hold
1,848
– – 0.13% 77
2024
Q3 		$332K Hold
1,848
– – 0.11% 88
2024
Q2 		$275K Buy
1,848
+108
+6% +$16.3K 0.1% 93
2024
Q1 		$278K Buy
1,740
+7
+0.4% +$1.02K 0.11% 87
2023
Q4 		$230K Buy
+1,733
New +$213K 0.1% 94
2023
Q3 		– Sell
-1,763
Closed -$222K – 99
2023
Q2 		$222K Buy
+1,763
New +$208K 0.11% 96
2022
Q1 		– Sell
-1,981
Closed -$206K – 128
2021
Q4 		$206K Sell
1,981
-54
-3% -$5.58K 0.1% 99
2021
Q3 		$220K Hold
2,035
– – 0.12% 93
2021
Q2 		$218K Buy
2,035
+435
+27% +$50.6K 0.13% 93
2021
Q1 		$202K Buy
+1,600
New +$184K 0.11% 95

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Monterey Private Wealth's FISV Position: Q1 2025 in Review

Monterey Private Wealth increased its Fiserv Inc (FISV) stake by 0.11% in Q1 2025, buying an estimated $438 and bringing the position to 1,850 shares worth $409K. The position accounts for 0.12% of the portfolio, ranked #80.

Monterey Private Wealth first reported a position in FISV in Q1 2021 and has held it in 11 quarters since. 1,933 funds tracked by Wall St. Rank hold FISV as of Q1 2025.

  • Monterey Private Wealth held 1,850 shares of Fiserv Inc worth $409K as of Q1 2025.
  • Monterey Private Wealth bought 2 Fiserv Inc shares in Q1 2025, an estimated $438.
  • Fiserv Inc made up 0.12% of Monterey Private Wealth's portfolio in Q1 2025, its #80 holding.
  • Monterey Private Wealth first reported a position in Fiserv Inc in Q1 2021 and has held it in 11 quarters since.
  • 1,933 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.