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Trueblood Wealth Management’s Fiserv Inc FISV Stock Holding History

Trueblood Wealth 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
-2,930
Closed -$378K – 256
2025
Q3 		$378K Hold
2,930
– – 0.15% 181
2025
Q2 		$505K Buy
2,930
+129
+5% +$23.4K 0.21% 138
2025
Q1 		$619K Buy
2,801
+219
+8% +$47.9K 0.29% 118
2024
Q4 		$530K Hold
2,582
– – 0.26% 128
2024
Q3 		$464K Buy
2,582
+5
+0.2% +$825 0.23% 130
2024
Q2 		$384K Buy
2,577
+30
+1% +$4.54K 0.22% 135
2024
Q1 		$407K Buy
2,547
+458
+22% +$66.7K 0.23% 121
2023
Q4 		$278K Buy
+2,089
New +$256K 0.17% 164

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 $3.38T AUM 44.17% 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 $416B AUM 44.19% 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

Trueblood Wealth Management's FISV Position: Q4 2025 in Review

Trueblood Wealth Management sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 2,930 shares — an estimated $378K sold.

Trueblood Wealth Management first reported a position in FISV in Q4 2023 and held it in 8 quarters. The position peaked at $619K in Q1 2025. 1,401 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Trueblood Wealth Management reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Trueblood Wealth Management sold 2,930 Fiserv Inc shares in Q4 2025, an estimated $378K.
  • Trueblood Wealth Management first reported a position in Fiserv Inc in Q4 2023 and held it in 8 quarters.
  • Trueblood Wealth Management's Fiserv Inc position peaked at $619K in Q1 2025.
  • 1,401 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Trueblood Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.