Stratos Wealth Partners’s Fiserv Inc FISV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $279K | Sell |
5,682
-574
| -9% | -$32.1K | ﹤0.01% | 1447 |
|
|
2026
Q1 | $349K | Buy |
6,256
+1,060
| +20% | +$65.6K | ﹤0.01% | 1241 |
|
|
2025
Q4 | $349K | Buy |
5,196
+652
| +14% | +$54.6K | ﹤0.01% | 1199 |
|
|
2025
Q3 | $586K | Sell |
4,544
-11,249
| -71% | -$1.61M | 0.01% | 956 |
|
|
2025
Q2 | $2.72M | Buy |
15,793
+11,279
| +250% | +$2.05M | 0.04% | 417 |
|
|
2025
Q1 | $997K | Sell |
4,514
-743
| -14% | -$163K | 0.02% | 664 |
|
|
2024
Q4 | $1.08M | Sell |
5,257
-637
| -11% | -$130K | 0.02% | 667 |
|
|
2024
Q3 | $1.06M | Sell |
5,894
-82
| -1% | -$13.5K | 0.02% | 662 |
|
|
2024
Q2 | $891K | Sell |
5,976
-1,635
| -21% | -$247K | 0.01% | 694 |
|
|
2024
Q1 | $1.22M | Sell |
7,611
-737
| -9% | -$107K | 0.02% | 582 |
|
|
2023
Q4 | $1.11M | Sell |
8,348
-15
| -0.2% | -$1.84K | 0.02% | 582 |
|
|
2023
Q3 | $945K | Buy |
8,363
+441
| +6% | +$54.3K | 0.02% | 597 |
|
|
2023
Q2 | $999K | Buy |
7,922
+701
| +10% | +$82.5K | 0.02% | 530 |
|
|
2023
Q1 | $816K | Sell |
7,221
-239
| -3% | -$26.3K | 0.02% | 541 |
|
|
2022
Q4 | $754K | Sell |
7,460
-188
| -2% | -$18.7K | 0.02% | 590 |
|
|
2022
Q3 | $716K | Sell |
7,648
-500
| -6% | -$51K | 0.02% | 576 |
|
|
2022
Q2 | $725K | Sell |
8,148
-478
| -6% | -$46.4K | 0.02% | 596 |
|
|
2022
Q1 | $875K | Buy |
8,626
+1,057
| +14% | +$107K | 0.02% | 602 |
|
|
2021
Q4 | $786K | Sell |
7,569
-8
| -0.1% | -$827 | 0.02% | 641 |
|
|
2021
Q3 | $822K | Buy |
7,577
+293
| +4% | +$32.7K | 0.02% | 582 |
|
|
2021
Q2 | $779K | Sell |
7,284
-167
| -2% | -$19.4K | 0.02% | 626 |
|
|
2021
Q1 | $887K | Sell |
7,451
-31
| -0.4% | -$3.56K | 0.02% | 535 |
|
|
2020
Q4 | $852K | Buy |
7,482
+55
| +0.7% | +$5.93K | 0.03% | 501 |
|
|
2020
Q3 | $765K | Sell |
7,427
-192
| -3% | -$19.1K | 0.03% | 485 |
|
|
2020
Q2 | $744K | Sell |
7,619
-1,220
| -14% | -$123K | 0.03% | 464 |
|
|
2020
Q1 | $840K | Buy |
8,839
+345
| +4% | +$38.3K | 0.04% | 374 |
|
|
2019
Q4 | $982K | Buy |
8,494
+288
| +4% | +$31.8K | 0.04% | 394 |
|
|
2019
Q3 | $850K | Buy |
8,206
+237
| +3% | +$24.2K | 0.04% | 411 |
|
|
2019
Q2 | $726K | Buy |
7,969
+1,856
| +30% | +$163K | 0.03% | 460 |
|
|
2019
Q1 | $540K | Buy |
6,113
+200
| +3% | +$16.5K | 0.02% | 526 |
|
|
2018
Q4 | $435K | Buy |
5,913
+444
| +8% | +$34.3K | 0.02% | 552 |
|
|
2018
Q3 | $451K | Buy |
5,469
+131
| +2% | +$10.3K | 0.02% | 577 |
|
|
2018
Q2 | $395K | Buy |
5,338
+494
| +10% | +$35.9K | 0.02% | 643 |
|
|
2018
Q1 | $345K | Sell |
4,844
-178
| -4% | -$12.5K | 0.01% | 668 |
|
|
2017
Q4 | $329K | Buy |
5,022
+244
| +5% | +$15.8K | 0.01% | 671 |
|
|
2017
Q3 | $308K | Buy |
4,778
+36
| +0.8% | +$2.24K | 0.01% | 676 |
|
|
2017
Q2 | $290K | Buy |
+4,742
| New | +$287K | 0.02% | 648 |
|
Other funds holding FISV
CB
Stratos Wealth Partners's FISV Position: Q2 2026 in Review
Stratos Wealth Partners reduced its Fiserv Inc (FISV) stake by 9.2% in Q2 2026, selling an estimated $32.1K and leaving 5,682 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #1447.
Stratos Wealth Partners first reported a position in FISV in Q2 2017 and has held it in 37 quarters since. The position peaked at $2.72M in Q2 2025. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.
- Stratos Wealth Partners held 5,682 shares of Fiserv Inc worth $279K as of Q2 2026.
- Stratos Wealth Partners sold 574 Fiserv Inc shares in Q2 2026, an estimated $32.1K.
- Fiserv Inc made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1447 holding.
- Stratos Wealth Partners first reported a position in Fiserv Inc in Q2 2017 and has held it in 37 quarters since.
- Stratos Wealth Partners's Fiserv Inc position peaked at $2.72M in Q2 2025.
- 823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.
Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.