RDWM
FISV

Red Door Wealth Management’s Fiserv Inc FISV Stock Holding History

Red Door Wealth Management’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
-5,746
Closed -$741K – 294
2025
Q3 		$741K Buy
5,746
+2,635
+85% +$378K 0.08% 125
2025
Q2 		$536K Buy
3,111
+277
+10% +$50.2K 0.06% 153
2025
Q1 		$626K Sell
2,834
-106
-4% -$23.2K 0.09% 115
2024
Q4 		$604K Buy
2,940
+16
+0.5% +$3.27K 0.09% 118
2024
Q3 		$525K Sell
2,924
-453
-13% -$74.7K 0.09% 120
2024
Q2 		$503K Buy
3,377
+198
+6% +$30K 0.09% 114
2024
Q1 		$508K Hold
3,179
– – 0.1% 112
2023
Q4 		$422K Sell
3,179
-55
-2% -$6.75K 0.09% 123
2023
Q3 		$365K Sell
3,234
-5,038
-61% -$620K 0.09% 127
2023
Q2 		$1.04M Buy
8,272
+5,976
+260% +$703K 0.23% 76
2023
Q1 		$260K Buy
+2,296
New +$253K 0.08% 129
2021
Q3 		– Sell
-55
Closed -$5K – 313
2021
Q2 		$5K Buy
+55
New +$6.39K ﹤0.01% 515
2020
Q3 		– Sell
-55
Closed -$5K – 212
2020
Q2 		$5K Hold
55
– – ﹤0.01% 360
2020
Q1 		$5K Buy
+55
New +$6.11K ﹤0.01% 336

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 $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Red Door Wealth Management's FISV Position: Q4 2025 in Review

Red Door Wealth Management sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 5,746 shares — an estimated $741K sold.

Red Door Wealth Management first reported a position in FISV in Q1 2020 and held it in 14 quarters. The position peaked at $1.04M in Q2 2023. 1,401 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Red Door Wealth Management reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Red Door Wealth Management sold 5,746 Fiserv Inc shares in Q4 2025, an estimated $741K.
  • Red Door Wealth Management first reported a position in Fiserv Inc in Q1 2020 and held it in 14 quarters.
  • Red Door Wealth Management's Fiserv Inc position peaked at $1.04M in Q2 2023.
  • 1,401 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Red Door Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.