WAP
FISV

Wealthcare Advisory Partners’s Fiserv Inc FISV Stock Holding History

Wealthcare Advisory Partners’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
Q1 		– Sell
-4,359
Closed -$293K – 1100
2025
Q4 		$293K Buy
4,359
+2,450
+128% +$205K 0.01% 883
2025
Q3 		$246K Sell
1,909
-63
-3% -$9.03K 0.01% 916
2025
Q2 		$340K Buy
1,972
+241
+14% +$43.7K 0.01% 750
2025
Q1 		$382K Sell
1,731
-21
-1% -$4.6K 0.01% 660
2024
Q4 		$360K Buy
1,752
+51
+3% +$10.4K 0.01% 653
2024
Q3 		$306K Buy
1,701
+109
+7% +$18K 0.01% 717
2024
Q2 		$237K Buy
1,592
+4
+0.3% +$605 0.01% 740
2024
Q1 		$254K Buy
+1,588
New +$231K 0.01% 719
2021
Q2 		– Sell
-1,208
Closed -$144K – 979
2021
Q1 		$144K Buy
+1,208
New +$139K 0.01% 560
2020
Q2 		– Sell
-632
Closed -$60K – 670
2020
Q1 		$60K Buy
632
+32
+5% +$3.55K 0.01% 473
2019
Q4 		$69K Hold
600
– – 0.01% 482
2019
Q3 		$62K Buy
600
+226
+60% +$23.1K 0.01% 487
2019
Q2 		$34K Buy
374
+314
+523% +$27.5K 0.01% 592
2019
Q1 		$5K Hold
60
– – ﹤0.01% 963
2018
Q4 		$4K Hold
60
– – ﹤0.01% 971
2018
Q3 		$5K Hold
60
– – ﹤0.01% 985
2018
Q2 		$4K Sell
60
-20
-25% -$1.45K ﹤0.01% 1016
2018
Q1 		$6K Sell
80
-6
-7% -$422 ﹤0.01% 804
2017
Q4 		$6K Buy
86
+26
+43% +$1.68K ﹤0.01% 754
2017
Q3 		$4K Buy
+60
New +$3.73K ﹤0.01% 677

Other funds holding FISV

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthcare Advisory Partners's FISV Position: Q1 2026 in Review

Wealthcare Advisory Partners sold out of Fiserv Inc (FISV) in Q1 2026, closing a stake of 4,359 shares — an estimated $293K sold.

Wealthcare Advisory Partners first reported a position in FISV in Q3 2017 and held it in 20 quarters. The position peaked at $382K in Q1 2025. 1,261 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Wealthcare Advisory Partners reported no remaining Fiserv Inc position as of Q1 2026 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 4,359 Fiserv Inc shares in Q1 2026, an estimated $293K.
  • Wealthcare Advisory Partners first reported a position in Fiserv Inc in Q3 2017 and held it in 20 quarters.
  • Wealthcare Advisory Partners's Fiserv Inc position peaked at $382K in Q1 2025.
  • 1,261 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2026, filed 14 Apr 2026.