SHIM
FISV

Stone House Investment Management’s Fiserv Inc FISV Stock Holding History

Stone House Investment 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
-39
Closed -$6.72K – 738
2025
Q2 		$6.72K Sell
39
-1
-3% -$181 ﹤0.01% 292
2025
Q1 		$8.83K Buy
+40
New +$8.76K ﹤0.01% 265
2024
Q4 		– Sell
-40
Closed -$7.19K – 166
2024
Q3 		$7.19K Hold
40
– – ﹤0.01% 245
2024
Q2 		$5.96K Hold
40
– – ﹤0.01% 263
2024
Q1 		$6.39K Hold
40
– – ﹤0.01% 271
2023
Q4 		$5.31K Hold
40
– – ﹤0.01% 203
2023
Q3 		$4.52K Buy
+40
New +$4.93K ﹤0.01% 206

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Stone House Investment Management's FISV Position: Q3 2025 in Review

Stone House Investment Management sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 39 shares — an estimated $6.72K sold.

Stone House Investment Management first reported a position in FISV in Q3 2023 and held it in 7 quarters. The position peaked at $8.83K in Q1 2025. 1,734 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • Stone House Investment Management reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
  • Stone House Investment Management sold 39 Fiserv Inc shares in Q3 2025, an estimated $6.72K.
  • Stone House Investment Management first reported a position in Fiserv Inc in Q3 2023 and held it in 7 quarters.
  • Stone House Investment Management's Fiserv Inc position peaked at $8.83K in Q1 2025.
  • 1,734 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Stone House Investment Management's 13F filing for Q3 2025, filed 27 Oct 2025.