WMA
FISV

Wealth Management Associates’s Fiserv Inc FISV Stock Holding History

Wealth Management Associates’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
-1,938
Closed -$250K – 237
2025
Q3 		$250K Sell
1,938
-10
-0.5% -$1.43K 0.09% 198
2025
Q2 		$336K Sell
1,948
-2
-0.1% -$363 0.13% 143
2025
Q1 		$431K Hold
1,950
– – 0.18% 104
2024
Q4 		$401K Hold
1,950
– – 0.17% 113
2024
Q3 		$350K Buy
1,950
+12
+0.6% +$1.98K 0.15% 137
2024
Q2 		$289K Hold
1,938
– – 0.14% 147
2024
Q1 		$289K Hold
1,938
– – 0.14% 147
2023
Q4 		$257K Hold
1,938
– – 0.14% 162
2023
Q3 		$219K Hold
1,938
– – 0.13% 166
2023
Q2 		$244K Hold
1,938
– – 0.14% 155
2023
Q1 		$219K Buy
+1,938
New +$213K 0.14% 171
2021
Q3 		– Sell
-4,359
Closed -$466K – 196
2021
Q2 		$466K Hold
4,359
– – 0.26% 101
2021
Q1 		$519K Hold
4,359
– – 0.33% 73
2020
Q4 		$496K Buy
4,359
+550
+14% +$59.3K 0.33% 75
2020
Q3 		$393K Sell
3,809
-100
-3% -$9.96K 0.3% 77
2020
Q2 		$382K Hold
3,909
– – 0.32% 75
2020
Q1 		$371K Buy
3,909
+240
+7% +$26.7K 0.38% 70
2019
Q4 		$424K Sell
3,669
-710
-16% -$78.4K 0.3% 81
2019
Q3 		$454K Buy
+4,379
New +$447K 0.37% 67

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

Wealth Management Associates's FISV Position: Q4 2025 in Review

Wealth Management Associates sold out of Fiserv Inc (FISV) in Q4 2025, closing a stake of 1,938 shares — an estimated $250K sold.

Wealth Management Associates first reported a position in FISV in Q3 2019 and held it in 19 quarters. The position peaked at $519K in Q1 2021. 1,399 funds tracked by Wall St. Rank hold FISV as of Q4 2025.

  • Wealth Management Associates reported no remaining Fiserv Inc position as of Q4 2025 after selling out during the quarter.
  • Wealth Management Associates sold 1,938 Fiserv Inc shares in Q4 2025, an estimated $250K.
  • Wealth Management Associates first reported a position in Fiserv Inc in Q3 2019 and held it in 19 quarters.
  • Wealth Management Associates's Fiserv Inc position peaked at $519K in Q1 2021.
  • 1,399 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2025.

Based on Wealth Management Associates's 13F filing for Q4 2025, filed 20 Jan 2026.