Waratah Capital Advisors’s Fiserv Inc FISV Stock Holding History

Waratah Capital Advisors’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	-21,539	Closed	-$4.76M	–	186
2025 Q1	$4.76M	Buy	+21,539	New	+$4.72M	0.13%	102
2021 Q4	–	Sell	-27,427	Closed	-$2.98M	–	264
2021 Q3	$2.98M	Buy	27,427 +9,382	+52%	+$1.05M	0.04%	120
2021 Q2	$1.93M	Sell	18,045 -103,102	-85%	-$12M	0.03%	127
2021 Q1	$14.4M	Sell	121,147 -115,606	-49%	-$13.3M	0.33%	44
2020 Q4	$27M	Buy	+236,753	New	+$25.5M	1.85%	13
2020 Q1	–	Sell	-33,631	Closed	-$3.89M	–	111
2019 Q4	$3.89M	Buy	33,631 +5,570	+20%	+$615K	0.41%	62
2019 Q3	$2.91M	Buy	+28,061	New	+$2.86M	0.33%	65

Other funds holding FISV

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Waratah Capital Advisors's FISV Position: Q2 2025 in Review

Waratah Capital Advisors sold out of Fiserv Inc (FISV) in Q2 2025, closing a stake of 21,539 shares — an estimated $4.76M sold.

Waratah Capital Advisors first reported a position in FISV in Q3 2019 and held it in 7 quarters. The position peaked at $27M in Q4 2020. 1,843 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

Waratah Capital Advisors reported no remaining Fiserv Inc position as of Q2 2025 after selling out during the quarter.
Waratah Capital Advisors sold 21,539 Fiserv Inc shares in Q2 2025, an estimated $4.76M.
Waratah Capital Advisors first reported a position in Fiserv Inc in Q3 2019 and held it in 7 quarters.
Waratah Capital Advisors's Fiserv Inc position peaked at $27M in Q4 2020.
1,843 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on Waratah Capital Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.