UW
FISV

Unique Wealth’s Fiserv Inc FISV Stock Holding History

Unique Wealth’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
-16,764
Closed -$2.16M – 188
2025
Q3 		$2.16M Sell
16,764
-185
-1% -$26.5K 0.32% 63
2025
Q2 		$2.92M Buy
16,949
+812
+5% +$147K 0.47% 49
2025
Q1 		$3.56M Buy
16,137
+3,384
+27% +$741K 0.67% 39
2024
Q4 		$2.62M Buy
12,753
+1,038
+9% +$212K 0.55% 41
2024
Q3 		$2.1M Buy
11,715
+1,840
+19% +$304K 0.48% 41
2024
Q2 		$1.47M Buy
9,875
+2,219
+29% +$336K 0.39% 39
2024
Q1 		$1.22M Buy
7,656
+1,960
+34% +$285K 0.35% 40
2023
Q4 		$757K Buy
5,696
+948
+20% +$116K 0.25% 42
2023
Q3 		$536K Buy
4,748
+2,824
+147% +$348K 0.22% 47
2023
Q2 		$243K Buy
+1,924
New +$226K 0.11% 69

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 $3.37T AUM 44.26% 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

Unique Wealth's FISV Position: Q4 2025 in Review

Unique Wealth sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 16,764 shares — an estimated $2.16M sold.

Unique Wealth first reported a position in FISV in Q2 2023 and held it in 10 quarters. The position peaked at $3.56M in Q1 2025. 1,398 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Unique Wealth reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Unique Wealth sold 16,764 Fiserv Inc shares in Q4 2025, an estimated $2.16M.
  • Unique Wealth first reported a position in Fiserv Inc in Q2 2023 and held it in 10 quarters.
  • Unique Wealth's Fiserv Inc position peaked at $3.56M in Q1 2025.
  • 1,398 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Unique Wealth's 13F filing for Q4 2025, filed 6 Jan 2026.