OWA
FISV

One Wealth Advisors’s Fiserv Inc FISV Stock Holding History

One Wealth Advisors’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
Q4 		– Sell
-4,709
Closed -$607K – 312
2025
Q3 		$607K Sell
4,709
-20
-0.4% -$2.87K 0.08% 143
2025
Q2 		$815K Buy
4,729
+21
+0.4% +$3.81K 0.11% 105
2025
Q1 		$1.04M Buy
4,708
+2,277
+94% +$499K 0.16% 89
2024
Q4 		$499K Sell
2,431
-305
-11% -$62.3K 0.07% 120
2024
Q3 		$492K Hold
2,736
– – 0.08% 130
2024
Q2 		$442K Buy
2,736
+291
+12% +$44K 0.09% 119
2024
Q1 		$391K Buy
2,445
+184
+8% +$26.8K 0.07% 154
2023
Q4 		$300K Buy
2,261
+27
+1% +$3.31K 0.06% 160
2023
Q3 		$252K Sell
2,234
-121
-5% -$14.9K 0.06% 161
2023
Q2 		$297K Buy
2,355
+25
+1% +$2.94K 0.06% 146
2023
Q1 		$263K Buy
2,330
+901
+63% +$99.1K 0.06% 159
2022
Q4 		$144K Sell
1,429
-1,007
-41% -$100K 0.03% 238
2022
Q3 		$228K Buy
2,436
+13
+0.5% +$1.32K 0.07% 146
2022
Q2 		$216K Hold
2,423
– – 0.06% 174
2022
Q1 		$246K Buy
+2,423
New +$245K 0.06% 176

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

One Wealth Advisors's FISV Position: Q4 2025 in Review

One Wealth Advisors sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 4,709 shares — an estimated $607K sold.

One Wealth Advisors first reported a position in FISV in Q1 2022 and held it in 15 quarters. The position peaked at $1.04M in Q1 2025. 1,398 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • One Wealth Advisors reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • One Wealth Advisors sold 4,709 Fiserv Inc shares in Q4 2025, an estimated $607K.
  • One Wealth Advisors first reported a position in Fiserv Inc in Q1 2022 and held it in 15 quarters.
  • One Wealth Advisors's Fiserv Inc position peaked at $1.04M in Q1 2025.
  • 1,398 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on One Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.