Physician Wealth Advisors’s Fiserv Inc FISV Stock Holding History

Physician 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
2026 Q2	$16.9K	Buy	344 +26	+8%	+$1.45K	﹤0.01%	719
2026 Q1	$17.7K	Sell	318 -31	-9%	-$1.92K	﹤0.01%	654
2025 Q4	$23.4K	Sell	349 -629	-64%	-$52.7K	﹤0.01%	549
2025 Q3	$126K	Sell	978 -214	-18%	-$30.7K	0.02%	247
2025 Q2	$206K	Buy	1,192 +128	+12%	+$23.2K	0.03%	181
2025 Q1	$235K	Sell	1,064 -22	-2%	-$4.82K	0.04%	156
2024 Q4	$223K	Sell	1,086 -325	-23%	-$66.3K	0.04%	164
2024 Q3	$274K	Sell	1,411 -124	-8%	-$20.5K	0.05%	146
2024 Q2	$241K	Buy	+1,535	New	+$232K	0.04%	152

Other funds holding FISV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Physician Wealth Advisors's FISV Position: Q2 2026 in Review

Physician Wealth Advisors increased its Fiserv Inc (FISV) stake by 8.2% in Q2 2026, buying an estimated $1.45K and bringing the position to 344 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #719.

Physician Wealth Advisors first reported a position in FISV in Q2 2024 and has held it in 9 quarters since. The position peaked at $274K in Q3 2024. 900 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

Physician Wealth Advisors held 344 shares of Fiserv Inc worth $16.9K as of Q2 2026.
Physician Wealth Advisors bought 26 Fiserv Inc shares in Q2 2026, an estimated $1.45K.
Fiserv Inc made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #719 holding.
Physician Wealth Advisors first reported a position in Fiserv Inc in Q2 2024 and has held it in 9 quarters since.
Physician Wealth Advisors's Fiserv Inc position peaked at $274K in Q3 2024.
900 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.