Obermeyer Wealth Partners’s Fiserv Inc FISV Stock Holding History

Obermeyer 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 Q2	–	Sell	-1,907	Closed	-$421K	–	284
2025 Q1	$421K	Sell	1,907 -674	-26%	-$148K	0.02%	166
2024 Q4	$530K	Sell	2,581 -500	-16%	-$102K	0.03%	142
2024 Q3	$553K	Hold	3,081	–	–	0.03%	144
2024 Q2	$459K	Buy	3,081 +213	+7%	+$32.2K	0.03%	154
2024 Q1	$458K	Buy	2,868 +139	+5%	+$20.2K	0.03%	148
2023 Q4	$363K	Buy	2,729 +35	+1%	+$4.29K	0.02%	148
2023 Q3	$304K	Buy	+2,694	New	+$332K	0.02%	157
2023 Q1	–	Sell	-3,100	Closed	-$313K	–	226
2022 Q4	$313K	Sell	3,100 -3,016	-49%	-$300K	0.02%	157
2022 Q3	$572K	Hold	6,116	–	–	0.05%	100
2022 Q2	$544K	Hold	6,116	–	–	0.04%	107
2022 Q1	$620K	Sell	6,116 -500	-8%	-$50.6K	0.04%	113
2021 Q4	$687K	Hold	6,616	–	–	0.04%	102
2021 Q3	$718K	Hold	6,616	–	–	0.04%	97
2021 Q2	$707K	Sell	6,616 -490	-7%	-$57K	0.04%	105
2021 Q1	$846K	Buy	7,106 +5,106	+255%	+$586K	0.05%	88
2020 Q4	$228K	Hold	2,000	–	–	0.02%	140
2020 Q3	$206K	Sell	2,000 -52	-3%	-$5.18K	0.02%	134
2020 Q2	$200K	Buy	+2,052	New	+$207K	0.02%	133
2020 Q1	–	Sell	-3,052	Closed	-$353K	–	128
2019 Q4	$353K	Sell	3,052 -1,248	-29%	-$138K	0.03%	95
2019 Q3	$445K	Hold	4,300	–	–	0.04%	79
2019 Q2	$392K	Hold	4,300	–	–	0.04%	88
2019 Q1	$380K	Hold	4,300	–	–	0.04%	86
2018 Q4	$316K	Hold	4,300	–	–	0.03%	90
2018 Q3	$354K	Hold	4,300	–	–	0.03%	89
2018 Q2	$319K	Hold	4,300	–	–	0.03%	91
2018 Q1	$307K	Hold	4,300	–	–	0.03%	90
2017 Q4	$282K	Hold	4,300	–	–	0.02%	101
2017 Q3	$277K	Hold	4,300	–	–	0.02%	97
2017 Q2	$263K	Buy	+4,300	New	+$260K	0.02%	105
2016 Q3	–	Sell	-4,800	Closed	-$261K	–	131
2016 Q2	$261K	Sell	4,800 -400	-8%	-$20.6K	0.03%	110
2016 Q1	$267K	Hold	5,200	–	–	0.02%	105
2015 Q4	$238K	Hold	5,200	–	–	0.02%	105
2015 Q3	$225K	Hold	5,200	–	–	0.02%	107
2015 Q2	$215K	Hold	5,200	–	–	0.02%	120
2015 Q1	$206K	Buy	+5,200	New	+$198K	0.02%	131
2013 Q3	–	Sell	-3,600	Closed	-$79K	–	146
2013 Q2	$79K	Buy	+3,600	New	+$79K	0.02%	93

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Obermeyer Wealth Partners's FISV Position: Q2 2025 in Review

Obermeyer Wealth Partners sold out of Fiserv Inc (FISV) in Q2 2025, closing a stake of 1,907 shares — an estimated $421K sold.

Obermeyer Wealth Partners first reported a position in FISV in Q2 2013 and held it in 36 quarters. The position peaked at $846K in Q1 2021. 1,844 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

Obermeyer Wealth Partners reported no remaining Fiserv Inc position as of Q2 2025 after selling out during the quarter.
Obermeyer Wealth Partners sold 1,907 Fiserv Inc shares in Q2 2025, an estimated $421K.
Obermeyer Wealth Partners first reported a position in Fiserv Inc in Q2 2013 and held it in 36 quarters.
Obermeyer Wealth Partners's Fiserv Inc position peaked at $846K in Q1 2021.
1,844 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2025, filed 5 Aug 2025.