OIA
FISV

Optimum Investment Advisors’s Fiserv Inc FISV Stock Holding History

Optimum Investment 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
Q3 		$553K Sell
4,290
-350
-8% -$50.2K 0.22% 85
2025
Q2 		$800K Buy
4,640
+25
+0.5% +$4.53K 0.35% 64
2025
Q1 		$1.02M Sell
4,615
-175
-4% -$38.3K 0.48% 44
2024
Q4 		$984K Buy
4,790
+75
+2% +$15.3K 0.43% 47
2024
Q3 		$847K Buy
4,715
+350
+8% +$57.7K 0.37% 57
2024
Q2 		$651K Sell
4,365
-250
-5% -$37.8K 0.29% 76
2024
Q1 		$738K Buy
4,615
+615
+15% +$89.6K 0.34% 71
2023
Q4 		$531K Sell
4,000
-201
-5% -$24.7K 0.27% 89
2023
Q3 		$475K Buy
4,201
+1
+0% +$123 0.24% 99
2023
Q2 		$530K Buy
4,200
+500
+14% +$58.9K 0.26% 98
2023
Q1 		$418K Buy
3,700
+325
+10% +$35.8K 0.22% 112
2022
Q4 		$341K Buy
3,375
+1,500
+80% +$149K 0.18% 132
2022
Q3 		$175K Hold
1,875
– – 0.09% 197
2022
Q2 		$167K Buy
1,875
+1,225
+188% +$119K 0.08% 204
2022
Q1 		$66K Sell
650
-430
-40% -$43.5K 0.03% 386
2021
Q4 		$112K Sell
1,080
-300
-22% -$31K 0.04% 318
2021
Q3 		$150K Buy
1,380
+430
+45% +$48K 0.06% 273
2021
Q2 		$102K Hold
950
– – 0.03% 374
2021
Q1 		$113K Buy
950
+300
+46% +$34.4K 0.03% 348
2020
Q4 		$74K Hold
650
– – 0.02% 411
2020
Q3 		$67K Sell
650
-50
-7% -$4.98K 0.02% 394
2020
Q2 		$68K Sell
700
-223
-24% -$22.5K 0.02% 382
2020
Q1 		$88K Sell
923
-627
-40% -$69.6K 0.04% 325
2019
Q4 		$179K Buy
1,550
+850
+121% +$93.8K 0.05% 296
2019
Q3 		$73K Hold
700
– – 0.02% 435
2019
Q2 		$64K Hold
700
– – 0.02% 458
2019
Q1 		$62K Hold
700
– – 0.02% 465
2018
Q4 		$51K Hold
700
– – 0.02% 472
2018
Q3 		$58K Hold
700
– – 0.02% 506
2018
Q2 		$52K Buy
700
+100
+17% +$7.26K 0.02% 523
2018
Q1 		$43K Buy
+600
New +$42.2K 0.01% 546

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

Optimum Investment Advisors's FISV Position: Q3 2025 in Review

Optimum Investment Advisors reduced its Fiserv Inc (FISV) stake by 7.5% in Q3 2025, selling an estimated $50.2K and leaving 4,290 shares worth $553K. The position accounts for 0.22% of the portfolio, ranked #85.

Optimum Investment Advisors first reported a position in FISV in Q1 2018 and has held it in 31 quarters since. The position peaked at $1.02M in Q1 2025. 1,732 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • Optimum Investment Advisors held 4,290 shares of Fiserv Inc worth $553K as of Q3 2025.
  • Optimum Investment Advisors sold 350 Fiserv Inc shares in Q3 2025, an estimated $50.2K.
  • Fiserv Inc made up 0.22% of Optimum Investment Advisors's portfolio in Q3 2025, its #85 holding.
  • Optimum Investment Advisors first reported a position in Fiserv Inc in Q1 2018 and has held it in 31 quarters since.
  • Optimum Investment Advisors's Fiserv Inc position peaked at $1.02M in Q1 2025.
  • 1,732 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.