OHWP
FISV

Oak Harbor Wealth Partners’s Fiserv Inc FISV Stock Holding History

Oak Harbor Wealth Partners’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
-1,379
Closed -$238K – 259
2025
Q2 		$238K Sell
1,379
-352
-20% -$63.8K 0.06% 178
2025
Q1 		$382K Sell
1,731
-1,218
-41% -$267K 0.11% 143
2024
Q4 		$606K Buy
2,949
+41
+1% +$8.37K 0.18% 110
2024
Q3 		$522K Sell
2,908
-70
-2% -$11.5K 0.15% 116
2024
Q2 		$444K Sell
2,978
-1
-0% -$151 0.14% 116
2024
Q1 		$476K Sell
2,979
-169
-5% -$24.6K 0.15% 116
2023
Q4 		$418K Sell
3,148
-1,124
-26% -$138K 0.14% 119
2023
Q3 		$483K Buy
4,272
+27
+0.6% +$3.33K 0.17% 109
2023
Q2 		$536K Sell
4,245
-296
-7% -$34.8K 0.18% 107
2023
Q1 		$513K Sell
4,541
-5,831
-56% -$641K 0.19% 108
2022
Q4 		$1.05M Buy
+10,372
New +$1.03M 0.4% 62

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Oak Harbor Wealth Partners's FISV Position: Q3 2025 in Review

Oak Harbor Wealth Partners sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 1,379 shares — an estimated $238K sold.

Oak Harbor Wealth Partners first reported a position in FISV in Q4 2022 and held it in 11 quarters. The position peaked at $1.05M in Q4 2022. 1,731 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • Oak Harbor Wealth Partners reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
  • Oak Harbor Wealth Partners sold 1,379 Fiserv Inc shares in Q3 2025, an estimated $238K.
  • Oak Harbor Wealth Partners first reported a position in Fiserv Inc in Q4 2022 and held it in 11 quarters.
  • Oak Harbor Wealth Partners's Fiserv Inc position peaked at $1.05M in Q4 2022.
  • 1,731 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Oak Harbor Wealth Partners's 13F filing for Q3 2025, filed 4 Nov 2025.