OPS
FISV

Orion Portfolio Solutions’s Fiserv Inc FISV Stock Holding History

Orion Portfolio Solutions’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
Q1 		$12.4M Sell
56,254
-369,082
-87% -$80.8M 0.12% 147
2024
Q4 		$179M Buy
425,336
+384,263
+936% +$78.4M 1.79% 4
2024
Q3 		$7.38M Sell
41,073
-4,935
-11% -$814K 0.07% 260
2024
Q2 		$6.86M Sell
46,008
-3,200
-7% -$484K 0.07% 248
2024
Q1 		$7.86M Sell
49,208
-7,318
-13% -$1.07M 0.08% 239
2023
Q4 		$7.64M Buy
56,526
+343
+0.6% +$42.1K 0.09% 222
2023
Q3 		$6.35M Sell
56,183
-7,710
-12% -$950K 0.08% 250
2023
Q2 		$8.06M Sell
63,893
-1,648
-3% -$194K 0.09% 230
2023
Q1 		$7.41M Buy
65,541
+59,269
+945% +$6.52M 0.09% 197
2022
Q4 		$634K Buy
6,272
+585
+10% +$58.3K 0.02% 426
2022
Q3 		$532K Buy
5,687
+519
+10% +$52.9K 0.02% 408
2022
Q2 		$460K Sell
5,168
-35
-0.7% -$3.4K 0.02% 423
2022
Q1 		$528K Buy
5,203
+1,079
+26% +$109K 0.02% 406
2021
Q4 		$428K Buy
4,124
+503
+14% +$52K 0.01% 464
2021
Q3 		$393K Buy
3,621
+565
+18% +$63.1K 0.01% 453
2021
Q2 		$327K Buy
3,056
+96
+3% +$11.2K 0.01% 465
2021
Q1 		$352K Buy
2,960
+316
+12% +$36.3K 0.02% 396
2020
Q4 		$301K Buy
2,644
+564
+27% +$60.8K 0.01% 394
2020
Q3 		$214K Sell
2,080
-190
-8% -$18.9K 0.01% 411
2020
Q2 		$222K Buy
2,270
+171
+8% +$17.2K 0.01% 382
2020
Q1 		$199K Buy
2,099
+686
+49% +$76.2K 0.01% 318
2019
Q4 		$163K Buy
+1,413
New +$156K 0.01% 340

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Orion Portfolio Solutions's FISV Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Fiserv Inc (FISV) stake by 87% in Q1 2025, selling an estimated $80.8M and leaving 56,254 shares worth $12.4M. The position accounts for 0.12% of the portfolio, ranked #147.

Orion Portfolio Solutions first reported a position in FISV in Q4 2019 and has held it in 22 quarters since. The position peaked at $179M in Q4 2024. 1,940 funds tracked by Wall St. Rank hold FISV as of Q1 2025.

  • Orion Portfolio Solutions held 56,254 shares of Fiserv Inc worth $12.4M as of Q1 2025.
  • Orion Portfolio Solutions sold 369,082 Fiserv Inc shares in Q1 2025, an estimated $80.8M.
  • Fiserv Inc made up 0.12% of Orion Portfolio Solutions's portfolio in Q1 2025, its #147 holding.
  • Orion Portfolio Solutions first reported a position in Fiserv Inc in Q4 2019 and has held it in 22 quarters since.
  • Orion Portfolio Solutions's Fiserv Inc position peaked at $179M in Q4 2024.
  • 1,940 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.