OWA
FISV

Outlook Wealth Advisors’s Fiserv Inc FISV Stock Holding History

Outlook Wealth 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
Q4 		– Sell
-3,762
Closed -$485K – 303
2025
Q3 		$485K Sell
3,762
-100
-3% -$14.3K 0.12% 162
2025
Q2 		$666K Sell
3,862
-4
-0.1% -$725 0.17% 114
2025
Q1 		$854K Sell
3,866
-44
-1% -$9.63K 0.24% 83
2024
Q4 		$803K Sell
3,910
-20
-0.5% -$4.08K 0.23% 91
2024
Q3 		$706K Sell
3,930
-75
-2% -$12.4K 0.2% 102
2024
Q2 		$597K Sell
4,005
-61
-2% -$9.23K 0.19% 112
2024
Q1 		$650K Sell
4,066
-376
-8% -$54.8K 0.2% 109
2023
Q4 		$590K Sell
4,442
-1,006
-18% -$123K 0.21% 107
2023
Q3 		$615K Buy
5,448
+131
+2% +$16.1K 0.24% 108
2023
Q2 		$671K Buy
5,317
+325
+7% +$38.3K 0.25% 104
2023
Q1 		$564K Buy
4,992
+140
+3% +$15.4K 0.25% 104
2022
Q4 		$490K Buy
4,852
+87
+2% +$8.66K 0.23% 108
2022
Q3 		$445K Buy
+4,765
New +$486K 0.2% 122
2020
Q4 		– Sell
-6,317
Closed -$651K – 187
2020
Q3 		$651K Hold
6,317
– – 0.26% 85
2020
Q2 		$617K Hold
6,317
– – 0.26% 83
2020
Q1 		$600K Buy
+6,317
New +$702K 0.34% 63
2019
Q4 		– Sell
-6,317
Closed -$654K – 149
2019
Q3 		$654K Hold
6,317
– – 0.39% 54
2019
Q2 		$576K Hold
6,317
– – 0.38% 65
2019
Q1 		$558K Buy
+6,317
New +$521K 0.46% 58

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 $5.72T 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 $75B 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 $166B AUM 43.98% 1-Year Est. Return

Outlook Wealth Advisors's FISV Position: Q4 2025 in Review

Outlook Wealth Advisors sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 3,762 shares — an estimated $485K sold.

Outlook Wealth Advisors first reported a position in FISV in Q1 2019 and held it in 19 quarters. The position peaked at $854K in Q1 2025. 1,395 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Outlook Wealth Advisors reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Outlook Wealth Advisors sold 3,762 Fiserv Inc shares in Q4 2025, an estimated $485K.
  • Outlook Wealth Advisors first reported a position in Fiserv Inc in Q1 2019 and held it in 19 quarters.
  • Outlook Wealth Advisors's Fiserv Inc position peaked at $854K in Q1 2025.
  • 1,395 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Outlook Wealth Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.