MSWM
FISV

Mowery & Schoenfeld Wealth Management’s Fiserv Inc FISV Stock Holding History

Mowery & Schoenfeld 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
Q1 		– Sell
-100
Closed -$6.72K – 412
2025
Q4 		$6.72K Sell
100
-85
-46% -$7.12K 0.01% 290
2025
Q3 		$23.9K Sell
185
-13
-7% -$1.86K 0.04% 166
2025
Q2 		$34.1K Hold
198
– – 0.05% 143
2025
Q1 		$43.7K Hold
198
– – 0.09% 141
2024
Q4 		$40.7K Buy
198
+98
+98% +$20K 0.08% 123
2024
Q3 		$18K Buy
+100
New +$16.5K 0.03% 156

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's FISV Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Fiserv Inc (FISV) in Q1 2026, closing a stake of 100 shares — an estimated $6.72K sold.

Mowery & Schoenfeld Wealth Management first reported a position in FISV in Q3 2024 and held it in 6 quarters. The position peaked at $43.7K in Q1 2025. 1,261 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Fiserv Inc position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 100 Fiserv Inc shares in Q1 2026, an estimated $6.72K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Fiserv Inc in Q3 2024 and held it in 6 quarters.
  • Mowery & Schoenfeld Wealth Management's Fiserv Inc position peaked at $43.7K in Q1 2025.
  • 1,261 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.