Tradewinds LLC’s Fiserv Inc FISV Stock Holding History

Tradewinds LLC’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	-1,073	Closed	-$237K	–	142
2025 Q1	$237K	Sell	1,073 -40	-4%	-$8.76K	0.07%	192
2024 Q4	$256K	Buy	+1,113	New	+$227K	0.07%	177
2024 Q3	–	Sell	-1,462	Closed	-$218K	–	177
2024 Q2	$218K	Buy	+1,462	New	+$221K	0.07%	192

Other funds holding FISV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Tradewinds LLC's FISV Position: Q2 2025 in Review

Tradewinds LLC sold out of Fiserv Inc (FISV) in Q2 2025, closing a stake of 1,073 shares — an estimated $237K sold.

Tradewinds LLC first reported a position in FISV in Q2 2024 and held it in 3 quarters. The position peaked at $256K in Q4 2024. 1,844 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

Tradewinds LLC reported no remaining Fiserv Inc position as of Q2 2025 after selling out during the quarter.
Tradewinds LLC sold 1,073 Fiserv Inc shares in Q2 2025, an estimated $237K.
Tradewinds LLC first reported a position in Fiserv Inc in Q2 2024 and held it in 3 quarters.
Tradewinds LLC's Fiserv Inc position peaked at $256K in Q4 2024.
1,844 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on Tradewinds LLC's 13F filing for Q2 2025, filed 6 Aug 2025.