Moran Wealth Management’s Fiserv Inc FISV Stock Holding History

Moran 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	$383K	Sell	7,804 -400	-5%	-$22.4K	0.01%	434
2026 Q1	$458K	Sell	8,204 -1,567	-16%	-$97K	0.01%	400
2025 Q4	$656K	Buy	+9,771	New	+$818K	0.02%	381
2025 Q3	–	Sell	-44,350	Closed	-$7.65M	–	512
2025 Q2	$7.65M	Buy	44,350 +922	+2%	+$167K	0.24%	131
2025 Q1	$9.59M	Buy	+43,428	New	+$9.51M	0.32%	104
2023 Q2	–	Sell	-3,632	Closed	-$411K	–	389
2023 Q1	$411K	Sell	3,632 -832	-19%	-$91.5K	0.02%	308
2022 Q4	$451K	Buy	+4,464	New	+$445K	0.02%	305

Other funds holding FISV

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

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

Moran Wealth Management reduced its Fiserv Inc (FISV) stake by 4.9% in Q2 2026, selling an estimated $22.4K and leaving 7,804 shares worth $383K. The position accounts for 0.01% of the portfolio, ranked #434.

Moran Wealth Management first reported a position in FISV in Q4 2022 and has held it in 7 quarters since. The position peaked at $9.59M in Q1 2025. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

Moran Wealth Management held 7,804 shares of Fiserv Inc worth $383K as of Q2 2026.
Moran Wealth Management sold 400 Fiserv Inc shares in Q2 2026, an estimated $22.4K.
Fiserv Inc made up 0.01% of Moran Wealth Management's portfolio in Q2 2026, its #434 holding.
Moran Wealth Management first reported a position in Fiserv Inc in Q4 2022 and has held it in 7 quarters since.
Moran Wealth Management's Fiserv Inc position peaked at $9.59M in Q1 2025.
823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.