SWA
FISV

Sax Wealth Advisors’s Fiserv Inc FISV Stock Holding History

Sax 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
2025
Q1 		– Sell
-2,722
Closed -$559K – 372
2024
Q4 		$559K Buy
2,722
+16
+0.6% +$3.27K 0.04% 184
2024
Q3 		$486K Buy
2,706
+382
+16% +$63K 0.04% 161
2024
Q2 		$346K Sell
2,324
-100
-4% -$15.1K 0.03% 187
2024
Q1 		$387K Buy
2,424
+125
+5% +$18.2K 0.05% 132
2023
Q4 		$305K Hold
2,299
– – 0.05% 145
2023
Q3 		$260K Buy
+2,299
New +$283K 0.05% 149

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sax Wealth Advisors's FISV Position: Q1 2025 in Review

Sax Wealth Advisors sold out of Fiserv Inc (FISV) in Q1 2025, closing a stake of 2,722 shares — an estimated $559K sold.

Sax Wealth Advisors first reported a position in FISV in Q3 2023 and held it in 6 quarters. The position peaked at $559K in Q4 2024. 1,933 funds tracked by Wall St. Rank hold FISV as of Q1 2025.

  • Sax Wealth Advisors reported no remaining Fiserv Inc position as of Q1 2025 after selling out during the quarter.
  • Sax Wealth Advisors sold 2,722 Fiserv Inc shares in Q1 2025, an estimated $559K.
  • Sax Wealth Advisors first reported a position in Fiserv Inc in Q3 2023 and held it in 6 quarters.
  • Sax Wealth Advisors's Fiserv Inc position peaked at $559K in Q4 2024.
  • 1,933 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2025.

Based on Sax Wealth Advisors's 13F filing for Q1 2025, filed 14 May 2025.