OAS
FISV

Optivise Advisory Services’s Fiserv Inc FISV Stock Holding History

Optivise Advisory Services’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
-1,041
Closed -$230K – 215
2025
Q1 		$230K Sell
1,041
-120
-10% -$26.3K 0.13% 167
2024
Q4 		$239K Sell
1,161
-161
-12% -$32.9K 0.13% 149
2024
Q3 		$238K Sell
1,322
-246
-16% -$40.6K 0.13% 149
2024
Q2 		$234K Buy
+1,568
New +$237K 0.13% 152

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
State Street
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Optivise Advisory Services's FISV Position: Q2 2025 in Review

Optivise Advisory Services sold out of Fiserv Inc (FISV) in Q2 2025, closing a stake of 1,041 shares — an estimated $230K sold.

Optivise Advisory Services first reported a position in FISV in Q2 2024 and held it in 4 quarters. The position peaked at $239K in Q4 2024. 1,844 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

  • Optivise Advisory Services reported no remaining Fiserv Inc position as of Q2 2025 after selling out during the quarter.
  • Optivise Advisory Services sold 1,041 Fiserv Inc shares in Q2 2025, an estimated $230K.
  • Optivise Advisory Services first reported a position in Fiserv Inc in Q2 2024 and held it in 4 quarters.
  • Optivise Advisory Services's Fiserv Inc position peaked at $239K in Q4 2024.
  • 1,844 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on Optivise Advisory Services's 13F filing for Q2 2025, filed 5 Aug 2025.