True Wealth Design’s Fiserv Inc FISV Stock Holding History

True Wealth Design’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 Q2	$4.22K	Sell	86 -348	-80%	-$19.4K	﹤0.01%	1400
2026 Q1	$24.2K	Buy	434 +122	+39%	+$7.55K	0.01%	640
2025 Q4	$21K	Buy	312 +81	+35%	+$6.78K	0.01%	592
2025 Q3	$29.8K	Buy	231 +225	+3,750%	+$32.2K	0.01%	460
2025 Q2	$1.01K	Sell	6 -27	-82%	-$4.9K	﹤0.01%	1455
2025 Q1	$7.26K	Buy	33 +26	+371%	+$5.69K	﹤0.01%	565
2024 Q4	$1.41K	Buy	+7	New	+$1.43K	﹤0.01%	828
2023 Q1	–	Sell	-6	Closed	-$606	–	873
2022 Q4	$606	Buy	+6	New	+$598	﹤0.01%	417

Other funds holding FISV

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

True Wealth Design's FISV Position: Q2 2026 in Review

True Wealth Design reduced its Fiserv Inc (FISV) stake by 80% in Q2 2026, selling an estimated $19.4K and leaving 86 shares worth $4.22K. The position accounts for ﹤0.01% of the portfolio, ranked #1400.

True Wealth Design first reported a position in FISV in Q4 2022 and has held it in 8 quarters since. The position peaked at $29.8K in Q3 2025. 926 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

True Wealth Design held 86 shares of Fiserv Inc worth $4.22K as of Q2 2026.
True Wealth Design sold 348 Fiserv Inc shares in Q2 2026, an estimated $19.4K.
Fiserv Inc made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1400 holding.
True Wealth Design first reported a position in Fiserv Inc in Q4 2022 and has held it in 8 quarters since.
True Wealth Design's Fiserv Inc position peaked at $29.8K in Q3 2025.
926 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.