VHAM
FISV

Van Hulzen Asset Management’s Fiserv Inc FISV Stock Holding History

Van Hulzen Asset 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
Q1 		– Sell
-43
Closed -$8.83K – 563
2024
Q4 		$8.83K Buy
+43
New +$8.78K ﹤0.01% 797
2020
Q2 		– Sell
-63,922
Closed -$6.07M – 268
2020
Q1 		$6.07M Buy
63,922
+2,522
+4% +$280K 1.31% 25
2019
Q4 		$7.1M Sell
61,400
-3,600
-6% -$397K 1.38% 23
2019
Q3 		$6.73M Buy
+65,000
New +$6.64M 1.42% 24

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

Van Hulzen Asset Management's FISV Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Fiserv Inc (FISV) in Q1 2025, closing a stake of 43 shares — an estimated $8.83K sold.

Van Hulzen Asset Management first reported a position in FISV in Q3 2019 and held it in 4 quarters. The position peaked at $7.1M in Q4 2019. 1,934 funds tracked by Wall St. Rank hold FISV as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining Fiserv Inc position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 43 Fiserv Inc shares in Q1 2025, an estimated $8.83K.
  • Van Hulzen Asset Management first reported a position in Fiserv Inc in Q3 2019 and held it in 4 quarters.
  • Van Hulzen Asset Management's Fiserv Inc position peaked at $7.1M in Q4 2019.
  • 1,934 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.