MIS
FISV

Morningstar Investment Services’s Fiserv Inc FISV Stock Holding History

Morningstar Investment Services’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 		$3.12M Sell
14,113
-19,462
-58% -$4.26M 0.57% 41
2024
Q4 		$6.9M Sell
33,575
-340,371
-91% -$69.5M 0.63% 47
2024
Q3 		$66.7M Sell
373,946
-4,782
-1% -$789K 0.68% 42
2024
Q2 		$56.5M Sell
378,728
-2,627
-0.7% -$398K 0.61% 44
2024
Q1 		$60.8M Sell
381,355
-1,926,284
-83% -$281M 0.67% 43
2023
Q4 		$308M Buy
2,307,639
+1,918,167
+493% +$235M 1.73% 11
2023
Q3 		$44.2M Buy
389,472
+695
+0.2% +$85.6K 0.57% 44
2023
Q2 		$48.1M Sell
388,777
-7,776
-2% -$915K 0.62% 44
2023
Q1 		$44.7M Sell
396,553
-4,979
-1% -$548K 0.6% 51
2022
Q4 		$40.9M Sell
401,532
-5,807
-1% -$578K 0.56% 55
2022
Q3 		$40.3M Sell
407,339
-9,667
-2% -$985K 0.57% 47
2022
Q2 		$37.9M Buy
417,006
+33,981
+9% +$3.3M 0.51% 53
2022
Q1 		$39.2M Buy
383,025
+7,876
+2% +$797K 0.44% 61
2021
Q4 		$39M Buy
375,149
+169,922
+83% +$17.6M 0.43% 59
2021
Q3 		$22.7M Buy
205,227
+3,532
+2% +$395K 0.27% 90
2021
Q2 		$21.5M Buy
201,695
+6,279
+3% +$730K 0.26% 92
2021
Q1 		$23.6M Buy
195,416
+8,267
+4% +$949K 0.31% 89
2020
Q4 		$21.3M Buy
+187,149
New +$20.2M 0.3% 89

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Morningstar Investment Services's FISV Position: Q1 2025 in Review

Morningstar Investment Services reduced its Fiserv Inc (FISV) stake by 58% in Q1 2025, selling an estimated $4.26M and leaving 14,113 shares worth $3.12M. The position accounts for 0.57% of the portfolio, ranked #41.

Morningstar Investment Services first reported a position in FISV in Q4 2020 and has held it in 18 quarters since. The position peaked at $308M in Q4 2023. 1,937 funds tracked by Wall St. Rank hold FISV as of Q1 2025.

  • Morningstar Investment Services held 14,113 shares of Fiserv Inc worth $3.12M as of Q1 2025.
  • Morningstar Investment Services sold 19,462 Fiserv Inc shares in Q1 2025, an estimated $4.26M.
  • Fiserv Inc made up 0.57% of Morningstar Investment Services's portfolio in Q1 2025, its #41 holding.
  • Morningstar Investment Services first reported a position in Fiserv Inc in Q4 2020 and has held it in 18 quarters since.
  • Morningstar Investment Services's Fiserv Inc position peaked at $308M in Q4 2023.
  • 1,937 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2025.

Based on Morningstar Investment Services's 13F filing for Q1 2025, filed 5 May 2025.