Owen LaRue’s Fiserv Inc FISV Stock Holding History

Owen LaRue’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	-8,783	Closed	-$1.94M	–	105
2025 Q1	$1.94M	Buy	8,783 +163	+2%	+$35.7K	0.97%	28
2024 Q4	$1.77M	Sell	8,620 -9	-0.1%	-$1.84K	0.93%	30
2024 Q3	$1.55M	Buy	+8,629	New	+$1.42M	0.82%	36

Other funds holding FISV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Owen LaRue's FISV Position: Q2 2025 in Review

Owen LaRue sold out of Fiserv Inc (FISV) in Q2 2025, closing a stake of 8,783 shares — an estimated $1.94M sold.

Owen LaRue first reported a position in FISV in Q3 2024 and held it in 3 quarters. The position peaked at $1.94M in Q1 2025. 1,844 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

Owen LaRue reported no remaining Fiserv Inc position as of Q2 2025 after selling out during the quarter.
Owen LaRue sold 8,783 Fiserv Inc shares in Q2 2025, an estimated $1.94M.
Owen LaRue first reported a position in Fiserv Inc in Q3 2024 and held it in 3 quarters.
Owen LaRue's Fiserv Inc position peaked at $1.94M in Q1 2025.
1,844 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on Owen LaRue's 13F filing for Q2 2025, filed 16 Jul 2025.