SQA
FISV

Simon Quick Advisors’s Fiserv Inc FISV Stock Holding History

Simon Quick 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
Q2 		– Sell
-2,762
Closed -$610K – 462
2025
Q1 		$610K Buy
2,762
+880
+47% +$193K 0.03% 259
2024
Q4 		$387K Sell
1,882
-224
-11% -$45.7K 0.02% 300
2024
Q3 		$378K Buy
+2,106
New +$347K 0.02% 275
2024
Q2 		– Sell
-3,505
Closed -$560K – 416
2024
Q1 		$560K Buy
+3,505
New +$510K 0.04% 187
2020
Q4 		– Sell
-950
Closed -$98K – 472
2020
Q3 		$98K Hold
950
– – 0.03% 135
2020
Q2 		$93K Hold
950
– – 0.04% 130
2020
Q1 		$90K Sell
950
-52
-5% -$5.78K 0.03% 125
2019
Q4 		$116K Buy
1,002
+52
+5% +$5.74K 0.04% 128
2019
Q3 		$98K Buy
+950
New +$97K 0.04% 120
2019
Q2 		– Sell
-1,200
Closed -$106K – 515
2019
Q1 		$106K Hold
1,200
– – 0.04% 112
2018
Q4 		$88K Sell
1,200
-34
-3% -$2.63K 0.03% 122
2018
Q3 		$102K Hold
1,234
– – 0.04% 114
2018
Q2 		$91K Sell
1,234
-1,200
-49% -$87.1K 0.04% 124
2018
Q1 		$174K Buy
2,434
+1,200
+97% +$84.4K 0.07% 95
2017
Q4 		$87K Buy
1,234
+34
+3% +$2.2K 0.04% 169
2017
Q3 		$77K Buy
+1,200
New +$74.6K 0.03% 220

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Simon Quick Advisors's FISV Position: Q2 2025 in Review

Simon Quick Advisors sold out of Fiserv Inc (FISV) in Q2 2025, closing a stake of 2,762 shares — an estimated $610K sold.

Simon Quick Advisors first reported a position in FISV in Q3 2017 and held it in 16 quarters. The position peaked at $610K in Q1 2025. 1,844 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

  • Simon Quick Advisors reported no remaining Fiserv Inc position as of Q2 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 2,762 Fiserv Inc shares in Q2 2025, an estimated $610K.
  • Simon Quick Advisors first reported a position in Fiserv Inc in Q3 2017 and held it in 16 quarters.
  • Simon Quick Advisors's Fiserv Inc position peaked at $610K in Q1 2025.
  • 1,844 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.