OP
FISV

ORG Partners’s Fiserv Inc FISV Stock Holding History

ORG Partners’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 		$17.9K Buy
266
+36
+16% +$3.01K ﹤0.01% 841
2025
Q3 		$29.6K Sell
230
-196
-46% -$28.1K 0.01% 691
2025
Q2 		$73.5K Buy
426
+337
+379% +$61.1K 0.02% 477
2025
Q1 		$19.8K Sell
89
-1,950
-96% -$427K ﹤0.01% 691
2024
Q4 		$419K Sell
2,039
-22
-1% -$4.49K 0.06% 208
2024
Q3 		$370K Sell
2,061
-1,242
-38% -$205K 0.06% 206
2024
Q2 		$486K Buy
3,303
+3,197
+3,016% +$484K 0.06% 251
2024
Q1 		$16.8K Sell
106
-2,576
-96% -$375K 0.03% 233
2023
Q4 		$356K Buy
2,682
+421
+19% +$51.7K 0.06% 215
2023
Q3 		$255K Sell
2,261
-93
-4% -$11.5K 0.08% 252
2023
Q2 		$297K Buy
+2,354
New +$277K 0.05% 310

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 $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 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 $127B AUM 43.98% 1-Year Est. Return