New England Research & Management’s Fiserv Inc FISV Stock Holding History

New England Research & 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
2025 Q3	–	Sell	-5,195	Closed	-$896K	–	155
2025 Q2	$896K	Buy	5,195 +4,074	+363%	+$739K	0.43%	79
2025 Q1	$248K	Hold	1,121	–	–	0.13%	138
2024 Q4	$230K	Hold	1,121	–	–	0.12%	136
2024 Q3	$201K	Buy	+1,121	New	+$185K	0.09%	155
2023 Q1	–	Sell	-12,051	Closed	-$1.22M	–	154
2022 Q4	$1.22M	Buy	+12,051	New	+$1.2M	0.7%	48
2022 Q3	–	Sell	-8,601	Closed	-$765K	–	171
2022 Q2	$765K	Buy	+8,601	New	+$834K	0.45%	85
2022 Q1	–	Sell	-7,691	Closed	-$798K	–	175
2021 Q4	$798K	Sell	7,691 -75	-1%	-$7.75K	0.39%	79
2021 Q3	$843K	Sell	7,766 -7,355	-49%	-$822K	0.44%	77
2021 Q2	$1.62M	Buy	15,121 +5,325	+54%	+$619K	0.84%	41
2021 Q1	$1.17M	Buy	9,796 +6,650	+211%	+$763K	0.64%	56
2020 Q4	$358K	Hold	3,146	–	–	0.22%	120
2020 Q3	$324K	Buy	+3,146	New	+$313K	0.23%	104
2018 Q1	–	Sell	-3,276	Closed	-$215K	–	159
2017 Q4	$215K	Hold	3,276	–	–	0.15%	142
2017 Q3	$211K	Hold	3,276	–	–	0.15%	146
2017 Q2	$200K	Buy	+3,276	New	+$198K	0.15%	153

Other funds holding FISV

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

New England Research & Management's FISV Position: Q3 2025 in Review

New England Research & Management sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 5,195 shares — an estimated $896K sold.

New England Research & Management first reported a position in FISV in Q2 2017 and held it in 15 quarters. The position peaked at $1.62M in Q2 2021. 1,732 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

New England Research & Management reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
New England Research & Management sold 5,195 Fiserv Inc shares in Q3 2025, an estimated $896K.
New England Research & Management first reported a position in Fiserv Inc in Q2 2017 and held it in 15 quarters.
New England Research & Management's Fiserv Inc position peaked at $1.62M in Q2 2021.
1,732 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on New England Research & Management's 13F filing for Q3 2025, filed 6 Oct 2025.