UH
FISV

Unigestion Holding’s Fiserv Inc FISV Stock Holding History

Unigestion Holding’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
Q1 		$1.15M Buy
+5,201
New +$1.14M 0.07% 143
2018
Q4 		– Sell
-24,305
Closed -$2M – 314
2018
Q3 		$2M Sell
24,305
-11,673
-32% -$916K 0.04% 218
2018
Q2 		$2.67M Buy
+35,978
New +$2.61M 0.05% 204

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Unigestion Holding's FISV Position: Q1 2025 in Review

Unigestion Holding opened a new position in Fiserv Inc (FISV) in Q1 2025: 5,201 shares worth $1.15M. The stake represents 0.07% of the portfolio and ranks #143 among its holdings. This is a return to the name: Unigestion Holding previously reported a position in FISV as recently as Q3 2018.

Unigestion Holding first reported a position in FISV in Q2 2018 and has held it in 3 quarters since. The position peaked at $2.67M in Q2 2018. 1,933 funds tracked by Wall St. Rank hold FISV as of Q1 2025.

  • Unigestion Holding held 5,201 shares of Fiserv Inc worth $1.15M as of Q1 2025.
  • Fiserv Inc was a new Unigestion Holding position in Q1 2025.
  • Fiserv Inc made up 0.07% of Unigestion Holding's portfolio in Q1 2025, its #143 holding.
  • Unigestion Holding first reported a position in Fiserv Inc in Q2 2018 and has held it in 3 quarters since.
  • Unigestion Holding's Fiserv Inc position peaked at $2.67M in Q2 2018.
  • 1,933 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2025.

Based on Unigestion Holding's 13F filing for Q1 2025, filed 10 Apr 2025.