O'Dell Group’s Fiserv Inc FISV Stock Holding History

O'Dell Group’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 Q1	–	Sell	-1,608	Closed	-$330K	–	53
2024 Q4	$330K	Hold	1,608	–	–	0.07%	71
2024 Q3	$289K	Hold	1,608	–	–	0.06%	73
2024 Q2	$257K	Hold	1,608	–	–	0.06%	74
2024 Q1	$257K	Hold	1,608	–	–	0.06%	74
2023 Q4	$214K	Buy	+1,608	New	+$197K	0.06%	81
2023 Q3	–	Sell	-1,608	Closed	-$203K	–	205
2023 Q2	$203K	Buy	+1,608	New	+$189K	0.06%	80
2022 Q4	–	Sell	-1,608	Closed	-$150K	–	185
2022 Q3	$150K	Hold	1,608	–	–	0.05%	75
2022 Q2	$143K	Hold	1,608	–	–	0.05%	78
2022 Q1	$163K	Sell	1,608 -160	-9%	-$16.2K	0.05%	82
2021 Q4	$184K	Hold	1,768	–	–	0.05%	76
2021 Q3	$192K	Buy	+1,768	New	+$198K	0.06%	72
2020 Q1	–	Sell	-1,992	Closed	-$230K	–	35
2019 Q4	$230K	Sell	1,992 -608	-23%	-$67.1K	0.12%	54
2019 Q3	$269K	Hold	2,600	–	–	0.15%	40
2019 Q2	$237K	Buy	+2,600	New	+$228K	0.14%	47

Other funds holding FISV

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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