OWP
FISV

ORG Wealth Partners’s Fiserv Inc FISV Stock Holding History

ORG Wealth 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
Q3 		– Sell
-631
Closed -$109K – 648
2025
Q2 		$109K Sell
631
-168
-21% -$30.5K 0.03% 230
2025
Q1 		$177K Buy
799
+150
+23% +$32.8K 0.05% 196
2024
Q4 		$133K Sell
649
-141
-18% -$28.8K 0.04% 146
2024
Q3 		$142K Buy
+790
New +$130K 0.05% 144

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

ORG Wealth Partners's FISV Position: Q3 2025 in Review

ORG Wealth Partners sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 631 shares — an estimated $109K sold.

ORG Wealth Partners first reported a position in FISV in Q3 2024 and held it in 4 quarters. The position peaked at $177K in Q1 2025. 1,732 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • ORG Wealth Partners reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
  • ORG Wealth Partners sold 631 Fiserv Inc shares in Q3 2025, an estimated $109K.
  • ORG Wealth Partners first reported a position in Fiserv Inc in Q3 2024 and held it in 4 quarters.
  • ORG Wealth Partners's Fiserv Inc position peaked at $177K in Q1 2025.
  • 1,732 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on ORG Wealth Partners's 13F filing for Q3 2025, filed 24 Oct 2025.