VWM
FISV

Valley Wealth Managers’s Fiserv Inc FISV Stock Holding History

Valley Wealth Managers’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 		– Sell
-10
Closed -$2.05K – 389
2024
Q4 		$2.05K Hold
10
– – ﹤0.01% 343
2024
Q3 		$1.8K Sell
10
-275
-96% -$45.4K ﹤0.01% 351
2024
Q2 		$42.5K Hold
285
– – ﹤0.01% 226
2024
Q1 		$45.5K Sell
285
-350
-55% -$51K ﹤0.01% 218
2023
Q4 		$84.4K Hold
635
– – 0.01% 201
2023
Q3 		$71.7K Hold
635
– – 0.01% 209
2023
Q2 		$80.1K Hold
635
– – 0.01% 190
2023
Q1 		$71.8K Buy
635
+10
+2% +$1.1K 0.01% 200
2022
Q4 		$63.2K Hold
625
– – 0.01% 216
2022
Q3 		$58K Sell
625
-275
-31% -$28K 0.01% 230
2022
Q2 		$80K Buy
+900
New +$87.3K 0.01% 227
2020
Q3 		– Sell
-4,229
Closed -$413K – 166
2020
Q2 		$413K Sell
4,229
-147
-3% -$14.8K 0.05% 128
2020
Q1 		$416K Sell
4,376
-1,137
-21% -$126K 0.05% 122
2019
Q4 		$638K Sell
5,513
-2,719
-33% -$300K 0.06% 121
2019
Q3 		$852K Sell
8,232
-2,129
-21% -$217K 0.09% 104
2019
Q2 		$944K Sell
10,361
-2,237
-18% -$196K 0.1% 104
2019
Q1 		$1.11M Buy
12,598
+7,845
+165% +$647K 0.12% 101
2018
Q4 		$350K Buy
+4,753
New +$367K 0.05% 133

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

Valley Wealth Managers's FISV Position: Q1 2025 in Review

Valley Wealth Managers sold out of Fiserv Inc (FISV) in Q1 2025, closing a stake of 10 shares — an estimated $2.05K sold.

Valley Wealth Managers first reported a position in FISV in Q4 2018 and held it in 18 quarters. The position peaked at $1.11M in Q1 2019. 1,933 funds tracked by Wall St. Rank hold FISV as of Q1 2025.

  • Valley Wealth Managers reported no remaining Fiserv Inc position as of Q1 2025 after selling out during the quarter.
  • Valley Wealth Managers sold 10 Fiserv Inc shares in Q1 2025, an estimated $2.05K.
  • Valley Wealth Managers first reported a position in Fiserv Inc in Q4 2018 and held it in 18 quarters.
  • Valley Wealth Managers's Fiserv Inc position peaked at $1.11M in Q1 2019.
  • 1,933 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2025.

Based on Valley Wealth Managers's 13F filing for Q1 2025, filed 7 May 2025.