SWM
FISV

Seed Wealth Management’s Fiserv Inc FISV Stock Holding History

Seed 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
Q3 		– Sell
-1,350
Closed -$233K – 130
2025
Q2 		$233K Hold
1,350
– – 0.17% 131
2025
Q1 		$298K Hold
1,350
– – 0.24% 104
2024
Q4 		$277K Hold
1,350
– – 0.22% 109
2024
Q3 		$243K Hold
1,350
– – 0.19% 135
2024
Q2 		$201K Hold
1,350
– – 0.18% 143
2024
Q1 		$214K Buy
+1,350
New +$197K 0.2% 134

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Seed Wealth Management's FISV Position: Q3 2025 in Review

Seed Wealth Management sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 1,350 shares — an estimated $233K sold.

Seed Wealth Management first reported a position in FISV in Q1 2024 and held it in 6 quarters. The position peaked at $298K in Q1 2025. 1,732 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • Seed Wealth Management reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
  • Seed Wealth Management sold 1,350 Fiserv Inc shares in Q3 2025, an estimated $233K.
  • Seed Wealth Management first reported a position in Fiserv Inc in Q1 2024 and held it in 6 quarters.
  • Seed Wealth Management's Fiserv Inc position peaked at $298K in Q1 2025.
  • 1,732 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Seed Wealth Management's 13F filing for Q3 2025, filed 15 Oct 2025.