Occudo Quantitative Strategies’s Fiserv Inc FISV Stock Holding History

Occudo Quantitative Strategies’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	$1.85M	Sell	29,516 -16,231	-35%	-$1M	0.1%	276
2025 Q4	$3.07M	Buy	45,747 +17,831	+64%	+$1.49M	0.21%	151
2025 Q3	$3.6M	Buy	+27,916	New	+$4M	0.44%	47
2024 Q3	–	Sell	-6,695	Closed	-$998K	–	804
2024 Q2	$998K	Buy	+6,695	New	+$1.01M	0.18%	159
2023 Q4	–	Sell	-8,433	Closed	-$953K	–	923
2023 Q3	$953K	Buy	+8,433	New	+$1.04M	0.12%	278
2023 Q1	–	Sell	-26,489	Closed	-$2.68M	–	992
2022 Q4	$2.68M	Buy	+26,489	New	+$2.64M	0.31%	84
2022 Q3	–	Sell	-14,268	Closed	-$1.27M	–	1265
2022 Q2	$1.27M	Buy	14,268 +1,782	+14%	+$173K	0.1%	301
2022 Q1	$1.27M	Buy	12,486 +2,531	+25%	+$256K	0.11%	304
2021 Q4	$1.03M	Buy	+9,955	New	+$1.03M	0.09%	346
2021 Q3	–	Sell	-32,602	Closed	-$3.48M	–	1053
2021 Q2	$3.48M	Buy	+32,602	New	+$3.79M	0.53%	9

Other funds holding FISV

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

Occudo Quantitative Strategies's FISV Position: Q1 2026 in Review

Occudo Quantitative Strategies reduced its Fiserv Inc (FISV) stake by 35% in Q1 2026, selling an estimated $1M and leaving 29,516 shares worth $1.85M. The position accounts for 0.1% of the portfolio, ranked #276.

Occudo Quantitative Strategies first reported a position in FISV in Q2 2021 and has held it in 10 quarters since. The position peaked at $3.6M in Q3 2025. 1,259 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

Occudo Quantitative Strategies held 29,516 shares of Fiserv Inc worth $1.85M as of Q1 2026.
Occudo Quantitative Strategies sold 16,231 Fiserv Inc shares in Q1 2026, an estimated $1M.
Fiserv Inc made up 0.1% of Occudo Quantitative Strategies's portfolio in Q1 2026, its #276 holding.
Occudo Quantitative Strategies first reported a position in Fiserv Inc in Q2 2021 and has held it in 10 quarters since.
Occudo Quantitative Strategies's Fiserv Inc position peaked at $3.6M in Q3 2025.
1,259 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2026, filed 15 May 2026.