MWM
FISV

MorganRosel Wealth Management’s Fiserv Inc FISV Stock Holding History

MorganRosel 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
2025
Q3 		– Sell
-1,000
Closed -$172K – 191
2025
Q2 		$172K Buy
+1,000
New +$181K 0.05% 112

Other funds holding FISV

Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MorganRosel Wealth Management's FISV Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 7,741 shares — an estimated $1.33M sold.

MorganRosel Wealth Management first reported a position in FISV in Q1 2025 and held it in 2 quarters. The position peaked at $1.33M in Q2 2025. 1,731 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 7,741 Fiserv Inc shares in Q3 2025, an estimated $1.33M.
  • MorganRosel Wealth Management first reported a position in Fiserv Inc in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's Fiserv Inc position peaked at $1.33M in Q2 2025.
  • 1,731 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.