VCM
FISV

Virtue Capital Management’s Fiserv Inc FISV Stock Holding History

Virtue Capital 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
Q2 		– Sell
-3,187
Closed -$703K – 333
2025
Q1 		$703K Buy
3,187
+2,125
+200% +$465K 0.08% 203
2024
Q4 		$218K Sell
1,062
-104
-9% -$21.2K 0.04% 235
2024
Q3 		$209K Sell
1,166
-201
-15% -$33.2K 0.04% 252
2024
Q2 		$216K Sell
1,367
-61
-4% -$9.23K 0.04% 344
2024
Q1 		$218K Buy
+1,428
New +$208K 0.04% 353
2023
Q4 		– Sell
-1,791
Closed -$224K – 392
2023
Q3 		$224K Hold
1,791
– – 0.04% 358
2023
Q2 		$224K Buy
1,791
+77
+4% +$9.06K 0.04% 355
2023
Q1 		$203K Buy
+1,714
New +$189K 0.03% 379
2018
Q4 		– Sell
-2,716
Closed -$224K – 137
2018
Q3 		$224K Buy
+2,716
New +$213K 0.05% 235
2018
Q2 		– Sell
-1,594
Closed -$113K – 281
2018
Q1 		$113K Sell
1,594
-170
-10% -$12K 0.06% 219
2017
Q4 		$116K Buy
+1,764
New +$114K 0.07% 210

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Virtue Capital Management's FISV Position: Q2 2025 in Review

Virtue Capital Management sold out of Fiserv Inc (FISV) in Q2 2025, closing a stake of 3,187 shares — an estimated $703K sold.

Virtue Capital Management first reported a position in FISV in Q4 2017 and held it in 11 quarters. The position peaked at $703K in Q1 2025. 1,844 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

  • Virtue Capital Management reported no remaining Fiserv Inc position as of Q2 2025 after selling out during the quarter.
  • Virtue Capital Management sold 3,187 Fiserv Inc shares in Q2 2025, an estimated $703K.
  • Virtue Capital Management first reported a position in Fiserv Inc in Q4 2017 and held it in 11 quarters.
  • Virtue Capital Management's Fiserv Inc position peaked at $703K in Q1 2025.
  • 1,844 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on Virtue Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.