MAS
FISV

MPWM Advisory Solutions’s Fiserv Inc FISV Stock Holding History

MPWM Advisory Solutions’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
Q4 		– Sell
-260
Closed -$33.5K – 546
2025
Q3 		$33.5K Hold
260
– – 0.02% 198
2025
Q2 		$44.8K Sell
260
-4
-2% -$725 0.03% 169
2025
Q1 		$58.3K Hold
264
– – 0.04% 134
2024
Q4 		$54.2K Buy
+264
New +$53.9K 0.04% 151

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

MPWM Advisory Solutions's FISV Position: Q4 2025 in Review

MPWM Advisory Solutions sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 260 shares — an estimated $33.5K sold.

MPWM Advisory Solutions first reported a position in FISV in Q4 2024 and held it in 4 quarters. The position peaked at $58.3K in Q1 2025. 1,401 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • MPWM Advisory Solutions reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • MPWM Advisory Solutions sold 260 Fiserv Inc shares in Q4 2025, an estimated $33.5K.
  • MPWM Advisory Solutions first reported a position in Fiserv Inc in Q4 2024 and held it in 4 quarters.
  • MPWM Advisory Solutions's Fiserv Inc position peaked at $58.3K in Q1 2025.
  • 1,401 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on MPWM Advisory Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.