RTL
FISV

Red Tortoise LLC’s Fiserv Inc FISV Stock Holding History

Red Tortoise LLC’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
Q1 		– Sell
-34
Closed -$2.28K – 599
2025
Q4 		$2.28K Sell
34
-33
-49% -$2.76K ﹤0.01% 526
2025
Q3 		$8.64K Hold
67
– – ﹤0.01% 308
2025
Q2 		$11.6K Hold
67
– – 0.01% 241
2025
Q1 		$14.8K Hold
67
– – 0.01% 185
2024
Q4 		$13.8K Hold
67
– – 0.01% 200
2024
Q3 		$12K Hold
67
– – 0.01% 219
2024
Q2 		$9.99K Hold
67
– – 0.01% 239
2024
Q1 		$10.7K Hold
67
– – 0.01% 213
2023
Q4 		$8.9K Hold
67
– – 0.01% 202
2023
Q3 		$7.57K Hold
67
– – 0.01% 210
2023
Q2 		$8.45K Hold
67
– – 0.01% 199
2023
Q1 		$7.57K Hold
67
– – 0.01% 206
2022
Q4 		$6.77K Buy
+67
New +$6.67K ﹤0.01% 273
2021
Q4 		– Sell
-67
Closed -$6K – 228
2021
Q3 		$6K Buy
+67
New +$7.49K ﹤0.01% 269

Other funds holding FISV

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Red Tortoise LLC's FISV Position: Q1 2026 in Review

Red Tortoise LLC sold out of Fiserv Inc (FISV) in Q1 2026, closing a stake of 34 shares — an estimated $2.28K sold.

Red Tortoise LLC first reported a position in FISV in Q3 2021 and held it in 14 quarters. The position peaked at $14.8K in Q1 2025. 1,261 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Red Tortoise LLC reported no remaining Fiserv Inc position as of Q1 2026 after selling out during the quarter.
  • Red Tortoise LLC sold 34 Fiserv Inc shares in Q1 2026, an estimated $2.28K.
  • Red Tortoise LLC first reported a position in Fiserv Inc in Q3 2021 and held it in 14 quarters.
  • Red Tortoise LLC's Fiserv Inc position peaked at $14.8K in Q1 2025.
  • 1,261 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.