MIM
FISV

Morningstar Investment Management’s Fiserv Inc FISV Stock Holding History

Morningstar Investment 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 		$824K Hold
14,762
– – 0.05% 220
2026
Q1 		$824K Buy
14,762
+1,505
+11% +$93.1K 0.05% 218
2025
Q4 		$890K Sell
13,257
-33,868
-72% -$2.84M 0.05% 227
2025
Q3 		$6.08M Buy
+47,125
New +$6.75M 0.22% 115

Other funds holding FISV

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Morningstar Investment Management's FISV Position: Q2 2026 in Review

Morningstar Investment Management held its Fiserv Inc (FISV) position steady in Q2 2026 at 14,762 shares worth $824K. The position accounts for 0.05% of the portfolio, ranked #220.

Morningstar Investment Management first reported a position in FISV in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.08M in Q3 2025. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Morningstar Investment Management held 14,762 shares of Fiserv Inc worth $824K as of Q2 2026.
  • Morningstar Investment Management left its Fiserv Inc share count unchanged in Q2 2026.
  • Fiserv Inc made up 0.05% of Morningstar Investment Management's portfolio in Q2 2026, its #220 holding.
  • Morningstar Investment Management first reported a position in Fiserv Inc in Q3 2025 and has held it in 4 quarters since.
  • Morningstar Investment Management's Fiserv Inc position peaked at $6.08M in Q3 2025.
  • 823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.