SWP
FISV

Strategic Wealth Partners’s Fiserv Inc FISV Stock Holding History

Strategic Wealth Partners’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 		$11.7K Hold
209
– – ﹤0.01% 858
2025
Q4 		$14K Sell
209
-2,508
-92% -$210K ﹤0.01% 791
2025
Q3 		$350K Sell
2,717
-615
-18% -$88.1K 0.03% 264
2025
Q2 		$574K Buy
+3,332
New +$604K 0.05% 193
2024
Q4 		$796K Sell
3,461
-680
-16% -$139K 0.07% 165
2024
Q3 		$744K Sell
4,141
-131
-3% -$21.6K 0.07% 165
2024
Q2 		$637K Sell
4,272
-478
-10% -$72.4K 0.07% 173
2024
Q1 		$759K Sell
4,750
-940
-17% -$137K 0.08% 156
2023
Q4 		$756K Sell
5,690
-126
-2% -$15.5K 0.09% 149
2023
Q3 		$657K Sell
5,816
-167
-3% -$20.6K 0.09% 178
2023
Q2 		$755K Buy
5,983
+3,330
+126% +$392K 0.1% 170
2023
Q1 		$300K Buy
2,653
+315
+13% +$34.7K 0.05% 213
2022
Q4 		$236K Sell
2,338
-15
-0.6% -$1.49K 0.04% 231
2022
Q3 		$220K Buy
2,353
+19
+0.8% +$1.94K 0.05% 253
2022
Q2 		$208K Buy
+2,334
New +$226K 0.04% 228
2022
Q1 		– Sell
-2,743
Closed -$285K – 271
2021
Q4 		$285K Sell
2,743
-658
-19% -$68K 0.05% 233
2021
Q3 		$369K Buy
3,401
+20
+0.6% +$2.23K 0.11% 195
2021
Q2 		$361K Buy
+3,381
New +$393K 0.12% 181

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Strategic Wealth Partners's FISV Position: Q1 2026 in Review

Strategic Wealth Partners held its Fiserv Inc (FISV) position steady in Q1 2026 at 209 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #858.

Strategic Wealth Partners first reported a position in FISV in Q2 2021 and has held it in 18 quarters since. The position peaked at $796K in Q4 2024. 1,254 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Strategic Wealth Partners held 209 shares of Fiserv Inc worth $11.7K as of Q1 2026.
  • Strategic Wealth Partners left its Fiserv Inc share count unchanged in Q1 2026.
  • Fiserv Inc made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #858 holding.
  • Strategic Wealth Partners first reported a position in Fiserv Inc in Q2 2021 and has held it in 18 quarters since.
  • Strategic Wealth Partners's Fiserv Inc position peaked at $796K in Q4 2024.
  • 1,254 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.