Unique Wealth Strategies’s Fiserv Inc FISV Stock Holding History

Unique Wealth Strategies’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	-6,795	Closed	-$876K	–	232
2025 Q3	$876K	Sell	6,795 -3,164	-32%	-$453K	0.34%	76
2025 Q2	$1.72M	Buy	9,959 +253	+3%	+$45.9K	0.71%	31
2025 Q1	$2.14M	Sell	9,706 -120	-1%	-$26.3K	0.97%	24
2024 Q4	$2.02M	Buy	9,826 +2,391	+32%	+$488K	0.88%	27
2024 Q3	$1.34M	Buy	7,435 +327	+5%	+$53.9K	0.56%	44
2024 Q2	$1.14M	Hold	7,108	–	–	0.53%	45
2024 Q1	$1.14M	Buy	7,108 +844	+13%	+$123K	0.56%	45
2023 Q4	$832K	Buy	+6,264	New	+$769K	0.55%	57

Other funds holding FISV

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

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

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Unique Wealth Strategies's FISV Position: Q4 2025 in Review

Unique Wealth Strategies sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 6,795 shares — an estimated $876K sold.

Unique Wealth Strategies first reported a position in FISV in Q4 2023 and held it in 8 quarters. The position peaked at $2.14M in Q1 2025. 1,394 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

Unique Wealth Strategies reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
Unique Wealth Strategies sold 6,795 Fiserv Inc shares in Q4 2025, an estimated $876K.
Unique Wealth Strategies first reported a position in Fiserv Inc in Q4 2023 and held it in 8 quarters.
Unique Wealth Strategies's Fiserv Inc position peaked at $2.14M in Q1 2025.
1,394 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Unique Wealth Strategies's 13F filing for Q4 2025, filed 14 Jul 2026.