NW
FISV

NewEdge Wealth’s Fiserv Inc FISV Stock Holding History

NewEdge Wealth’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
-6,658
Closed -$447K – 1183
2025
Q4 		$447K Buy
6,658
+2,170
+48% +$182K 0.01% 889
2025
Q3 		$287K Buy
4,488
+2,282
+103% +$327K ﹤0.01% 886
2025
Q2 		$293K Sell
2,206
-735
-25% -$133K ﹤0.01% 838
2025
Q1 		$649K Sell
2,941
-94
-3% -$20.6K 0.01% 569
2024
Q4 		$623K Buy
3,035
+1,533
+102% +$313K 0.01% 593
2024
Q3 		$270K Buy
+1,502
New +$248K ﹤0.01% 751
2024
Q2 		– Sell
-1,393
Closed -$208K – 787
2024
Q1 		$208K Buy
+1,393
New +$203K ﹤0.01% 764
2022
Q3 		– Sell
-3,031
Closed -$270K – 554
2022
Q2 		$270K Buy
+3,031
New +$294K 0.01% 485

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

NewEdge Wealth's FISV Position: Q1 2026 in Review

NewEdge Wealth sold out of Fiserv Inc (FISV) in Q1 2026, closing a stake of 6,658 shares — an estimated $447K sold.

NewEdge Wealth first reported a position in FISV in Q2 2022 and held it in 8 quarters. The position peaked at $649K in Q1 2025. 1,261 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • NewEdge Wealth reported no remaining Fiserv Inc position as of Q1 2026 after selling out during the quarter.
  • NewEdge Wealth sold 6,658 Fiserv Inc shares in Q1 2026, an estimated $447K.
  • NewEdge Wealth first reported a position in Fiserv Inc in Q2 2022 and held it in 8 quarters.
  • NewEdge Wealth's Fiserv Inc position peaked at $649K in Q1 2025.
  • 1,261 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.