Wealth Enhancement Advisory Services
FISV

Wealth Enhancement Advisory Services’s Fiserv Inc FISV Stock Holding History

Wealth Enhancement Advisory Services’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
2026
Q2 		$2.23M Sell
44,187
-62,049
-58% -$3.47M ﹤0.01% 1499
2026
Q1 		$5.74M Buy
106,236
+23,861
+29% +$1.48M 0.01% 842
2025
Q4 		$5.67M Sell
82,375
-108,589
-57% -$9.09M 0.01% 954
2025
Q3 		$24M Buy
190,964
+13,506
+8% +$1.94M 0.04% 412
2025
Q2 		$31.2M Buy
177,458
+14,444
+9% +$2.62M 0.05% 310
2025
Q1 		$36M Buy
163,014
+22,456
+16% +$4.92M 0.07% 262
2024
Q4 		$28.9M Buy
140,558
+49,070
+54% +$10M 0.06% 302
2024
Q3 		$16.4M Buy
91,488
+4,492
+5% +$741K 0.04% 390
2024
Q2 		$13M Buy
86,996
+14,178
+19% +$2.15M 0.03% 416
2024
Q1 		$11.6M Buy
72,818
+824
+1% +$120K 0.03% 433
2023
Q4 		$9.56M Sell
71,994
-12,497
-15% -$1.53M 0.03% 442
2023
Q3 		$9.54M Buy
84,491
+82,502
+4,148% +$10.2M 0.03% 423
2023
Q2 		$251K Buy
+1,989
New +$234K ﹤0.01% 461
2020
Q1 		– Sell
-10,726
Closed -$1.24M – 238
2019
Q4 		$1.24M Buy
+10,726
New +$1.18M 0.04% 160
2019
Q3 		– Sell
-20,747
Closed -$2.17M – 209
2019
Q2 		$2.17M Buy
+20,747
New +$1.82M 0.1% 88
2017
Q1 		– Sell
-20,314
Closed -$1.08M – 151
2016
Q4 		$1.08M Buy
+20,314
New +$1.04M 0.13% 85
2016
Q3 		– Sell
-22,530
Closed -$1.23M – 152
2016
Q2 		$1.23M Buy
+22,530
New +$1.16M 0.22% 93

Other funds holding FISV

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

Wealth Enhancement Advisory Services's FISV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Fiserv Inc (FISV) stake by 58% in Q2 2026, selling an estimated $3.47M and leaving 44,187 shares worth $2.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1499.

Wealth Enhancement Advisory Services first reported a position in FISV in Q2 2016 and has held it in 17 quarters since. The position peaked at $36M in Q1 2025. 775 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Wealth Enhancement Advisory Services held 44,187 shares of Fiserv Inc worth $2.23M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 62,049 Fiserv Inc shares in Q2 2026, an estimated $3.47M.
  • Fiserv Inc made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1499 holding.
  • Wealth Enhancement Advisory Services first reported a position in Fiserv Inc in Q2 2016 and has held it in 17 quarters since.
  • Wealth Enhancement Advisory Services's Fiserv Inc position peaked at $36M in Q1 2025.
  • 775 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.