WPW
FISV

Waldron Private Wealth’s Fiserv Inc FISV Stock Holding History

Waldron Private 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
-2,022
Closed -$261K – 329
2025
Q3 		$261K Hold
2,022
– – 0.01% 275
2025
Q2 		$349K Hold
2,022
– – 0.02% 234
2025
Q1 		$447K Sell
2,022
-2,923
-59% -$640K 0.02% 193
2024
Q4 		$1.02M Buy
4,945
+110
+2% +$22.5K 0.04% 163
2024
Q3 		$869K Buy
4,835
+1,442
+42% +$238K 0.04% 175
2024
Q2 		$506K Sell
3,393
-17
-0.5% -$2.57K 0.02% 231
2024
Q1 		$545K Buy
3,410
+31
+0.9% +$4.51K 0.02% 227
2023
Q4 		$449K Sell
3,379
-49
-1% -$6.01K 0.02% 246
2023
Q3 		$387K Sell
3,428
-225
-6% -$27.7K 0.02% 257
2023
Q2 		$461K Sell
3,653
-1,749
-32% -$206K 0.02% 243
2023
Q1 		$611K Buy
5,402
+530
+11% +$58.3K 0.03% 224
2022
Q4 		$455K Hold
4,872
– – 0.03% 249
2022
Q3 		$455K Sell
4,872
-135
-3% -$13.8K 0.03% 249
2022
Q2 		$445K Sell
5,007
-385
-7% -$37.3K 0.03% 253
2022
Q1 		$546K Buy
5,392
+1,496
+38% +$151K 0.03% 243
2021
Q4 		$404K Hold
3,896
– – 0.02% 276
2021
Q3 		$422K Buy
3,896
+1,373
+54% +$153K 0.02% 240
2021
Q2 		$269K Hold
2,523
– – 0.02% 289
2021
Q1 		$300K Buy
2,523
+171
+7% +$19.6K 0.02% 245
2020
Q4 		$267K Sell
2,352
-50
-2% -$5.39K 0.02% 242
2020
Q3 		$247K Buy
+2,402
New +$239K 0.02% 232
2020
Q1 		– Sell
-1,815
Closed -$209K – 263
2019
Q4 		$209K Buy
+1,815
New +$200K 0.02% 257
2019
Q2 		– Sell
-2,307
Closed -$203K – 252
2019
Q1 		$203K Buy
+2,307
New +$190K 0.02% 243

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

Waldron Private Wealth's FISV Position: Q4 2025 in Review

Waldron Private Wealth sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 2,022 shares — an estimated $261K sold.

Waldron Private Wealth first reported a position in FISV in Q1 2019 and held it in 23 quarters. The position peaked at $1.02M in Q4 2024. 1,399 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Waldron Private Wealth reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Waldron Private Wealth sold 2,022 Fiserv Inc shares in Q4 2025, an estimated $261K.
  • Waldron Private Wealth first reported a position in Fiserv Inc in Q1 2019 and held it in 23 quarters.
  • Waldron Private Wealth's Fiserv Inc position peaked at $1.02M in Q4 2024.
  • 1,399 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Waldron Private Wealth's 13F filing for Q4 2025, filed 14 Jan 2026.