QWP
FISV

Quotient Wealth Partners’s Fiserv Inc FISV Stock Holding History

Quotient Wealth Partners’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
-2,814
Closed -$363K – 370
2025
Q3 		$363K Sell
2,814
-353
-11% -$50.6K 0.01% 245
2025
Q2 		$546K Sell
3,167
-262
-8% -$47.5K 0.02% 173
2025
Q1 		$757K Buy
3,429
+243
+8% +$53.2K 0.02% 133
2024
Q4 		$654K Buy
3,186
+256
+9% +$52.3K 0.02% 143
2024
Q3 		$526K Sell
2,930
-1,152
-28% -$190K 0.02% 170
2024
Q2 		$608K Buy
4,082
+33
+0.8% +$5K 0.02% 154
2024
Q1 		$647K Buy
4,049
+356
+10% +$51.8K 0.02% 148
2023
Q4 		$491K Buy
+3,693
New +$453K 0.02% 174

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

Quotient Wealth Partners's FISV Position: Q4 2025 in Review

Quotient Wealth Partners sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 2,814 shares — an estimated $363K sold.

Quotient Wealth Partners first reported a position in FISV in Q4 2023 and held it in 8 quarters. The position peaked at $757K in Q1 2025. 1,395 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Quotient Wealth Partners reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Quotient Wealth Partners sold 2,814 Fiserv Inc shares in Q4 2025, an estimated $363K.
  • Quotient Wealth Partners first reported a position in Fiserv Inc in Q4 2023 and held it in 8 quarters.
  • Quotient Wealth Partners's Fiserv Inc position peaked at $757K in Q1 2025.
  • 1,395 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Quotient Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.