Net Worth Advisory Group’s Fiserv Inc FISV Stock Holding History

Net Worth Advisory Group’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	-4,068	Closed	-$524K	–	456
2025 Q3	$524K	Sell	4,068 -131	-3%	-$18.8K	0.15%	158
2025 Q2	$724K	Buy	4,199 +44	+1%	+$7.98K	0.16%	128
2025 Q1	$917K	Sell	4,155 -12	-0.3%	-$2.63K	0.29%	64
2024 Q4	$856K	Sell	4,167 -1	-0%	-$204	0.26%	75
2024 Q3	$749K	Buy	+4,168	New	+$688K	0.22%	98

Other funds holding FISV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Net Worth Advisory Group's FISV Position: Q4 2025 in Review

Net Worth Advisory Group sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 4,068 shares — an estimated $524K sold.

Net Worth Advisory Group first reported a position in FISV in Q3 2024 and held it in 5 quarters. The position peaked at $917K in Q1 2025. 1,401 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

Net Worth Advisory Group reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
Net Worth Advisory Group sold 4,068 Fiserv Inc shares in Q4 2025, an estimated $524K.
Net Worth Advisory Group first reported a position in Fiserv Inc in Q3 2024 and held it in 5 quarters.
Net Worth Advisory Group's Fiserv Inc position peaked at $917K in Q1 2025.
1,401 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Net Worth Advisory Group's 13F filing for Q4 2025, filed 14 Jan 2026.