PWS
FISV

Proactive Wealth Strategies’s Fiserv Inc FISV Stock Holding History

Proactive Wealth Strategies’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
-1,000
Closed -$221K – 137
2025
Q1 		$221K Hold
1,000
– – 0.12% 124
2024
Q4 		$205K Buy
+1,000
New +$204K 0.11% 128

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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 $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Proactive Wealth Strategies's FISV Position: Q2 2025 in Review

Proactive Wealth Strategies sold out of Fiserv Inc (FISV) in Q2 2025, closing a stake of 1,000 shares — an estimated $221K sold.

Proactive Wealth Strategies first reported a position in FISV in Q4 2024 and held it in 2 quarters. The position peaked at $221K in Q1 2025. 1,846 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

  • Proactive Wealth Strategies reported no remaining Fiserv Inc position as of Q2 2025 after selling out during the quarter.
  • Proactive Wealth Strategies sold 1,000 Fiserv Inc shares in Q2 2025, an estimated $221K.
  • Proactive Wealth Strategies first reported a position in Fiserv Inc in Q4 2024 and held it in 2 quarters.
  • Proactive Wealth Strategies's Fiserv Inc position peaked at $221K in Q1 2025.
  • 1,846 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on Proactive Wealth Strategies's 13F filing for Q2 2025, filed 13 Aug 2025.