TIM
FISV

Tortoise Investment Management’s Fiserv Inc FISV Stock Holding History

Tortoise 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
Q4 		– Sell
-69
Closed -$8.9K – 662
2025
Q3 		$8.9K Sell
69
-32
-32% -$4.59K ﹤0.01% 628
2025
Q2 		$17.4K Buy
101
+23
+29% +$4.17K ﹤0.01% 531
2025
Q1 		$17.2K Sell
78
-9
-10% -$1.97K ﹤0.01% 527
2024
Q4 		$17.9K Buy
87
+7
+9% +$1.43K ﹤0.01% 563
2024
Q3 		$14.4K Hold
80
– – ﹤0.01% 596
2024
Q2 		$11.9K Hold
80
– – ﹤0.01% 610
2024
Q1 		$12.8K Buy
80
+32
+67% +$4.66K ﹤0.01% 592
2023
Q4 		$6.38K Hold
48
– – ﹤0.01% 617
2023
Q3 		$5.42K Hold
48
– – ﹤0.01% 613
2023
Q2 		$6.05K Hold
48
– – ﹤0.01% 604
2023
Q1 		$5.42K Hold
48
– – ﹤0.01% 607
2022
Q4 		$4.85K Hold
48
– – ﹤0.01% 614
2022
Q3 		$4K Hold
48
– – ﹤0.01% 619
2022
Q2 		$4K Hold
48
– – ﹤0.01% 614
2022
Q1 		$5K Hold
48
– – ﹤0.01% 563
2021
Q4 		$5K Hold
48
– – ﹤0.01% 538
2021
Q3 		$5K Hold
48
– – ﹤0.01% 520
2021
Q2 		$5K Hold
48
– – ﹤0.01% 513
2021
Q1 		$6K Hold
48
– – ﹤0.01% 481
2020
Q4 		$5K Hold
48
– – ﹤0.01% 466
2020
Q3 		$5K Hold
48
– – ﹤0.01% 438
2020
Q2 		$5K Hold
48
– – ﹤0.01% 414
2020
Q1 		$5K Hold
48
– – ﹤0.01% 435
2019
Q4 		$6K Hold
48
– – ﹤0.01% 465
2019
Q3 		$5K Hold
48
– – ﹤0.01% 472
2019
Q2 		$4K Hold
48
– – ﹤0.01% 512
2019
Q1 		$4K Hold
48
– – ﹤0.01% 501
2018
Q4 		$4K Hold
48
– – ﹤0.01% 463
2018
Q3 		$4K Hold
48
– – ﹤0.01% 470
2018
Q2 		$4K Hold
48
– – ﹤0.01% 486
2018
Q1 		$3K Hold
48
– – ﹤0.01% 478
2017
Q4 		$3K Buy
+48
New +$3.1K ﹤0.01% 492

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Tortoise Investment Management's FISV Position: Q4 2025 in Review

Tortoise Investment Management sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 69 shares — an estimated $8.9K sold.

Tortoise Investment Management first reported a position in FISV in Q4 2017 and held it in 32 quarters. The position peaked at $17.9K in Q4 2024. 1,397 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Tortoise Investment Management reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 69 Fiserv Inc shares in Q4 2025, an estimated $8.9K.
  • Tortoise Investment Management first reported a position in Fiserv Inc in Q4 2017 and held it in 32 quarters.
  • Tortoise Investment Management's Fiserv Inc position peaked at $17.9K in Q4 2024.
  • 1,397 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.