SIM
FISV

Stratos Investment Management’s Fiserv Inc FISV Stock Holding History

Stratos 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
Q2 		– Sell
-1,187
Closed -$262K – 363
2025
Q1 		$262K Buy
+1,187
New +$260K 0.01% 274
2020
Q1 		– Sell
-3,430
Closed -$397K – 106
2019
Q4 		$397K Buy
+3,430
New +$379K 0.18% 83

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Stratos Investment Management's FISV Position: Q2 2025 in Review

Stratos Investment Management sold out of Fiserv Inc (FISV) in Q2 2025, closing a stake of 1,187 shares — an estimated $262K sold.

Stratos Investment Management first reported a position in FISV in Q4 2019 and held it in 2 quarters. The position peaked at $397K in Q4 2019. 1,846 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

  • Stratos Investment Management reported no remaining Fiserv Inc position as of Q2 2025 after selling out during the quarter.
  • Stratos Investment Management sold 1,187 Fiserv Inc shares in Q2 2025, an estimated $262K.
  • Stratos Investment Management first reported a position in Fiserv Inc in Q4 2019 and held it in 2 quarters.
  • Stratos Investment Management's Fiserv Inc position peaked at $397K in Q4 2019.
  • 1,846 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on Stratos Investment Management's 13F filing for Q2 2025, filed 29 Jul 2025.