WIA
FISV

Wealthedge Investment Advisors’s Fiserv Inc FISV Stock Holding History

Wealthedge Investment 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
2026
Q2 		$659K Sell
13,445
-3,725
-22% -$208K 0.22% 86
2026
Q1 		$958K Buy
17,170
+1,812
+12% +$112K 0.35% 72
2025
Q4 		$1.03M Buy
+15,358
New +$1.29M 0.38% 70

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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 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

Wealthedge Investment Advisors's FISV Position: Q2 2026 in Review

Wealthedge Investment Advisors reduced its Fiserv Inc (FISV) stake by 22% in Q2 2026, selling an estimated $208K and leaving 13,445 shares worth $659K. The position accounts for 0.22% of the portfolio, ranked #86.

Wealthedge Investment Advisors first reported a position in FISV in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.03M in Q4 2025. 811 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Wealthedge Investment Advisors held 13,445 shares of Fiserv Inc worth $659K as of Q2 2026.
  • Wealthedge Investment Advisors sold 3,725 Fiserv Inc shares in Q2 2026, an estimated $208K.
  • Fiserv Inc made up 0.22% of Wealthedge Investment Advisors's portfolio in Q2 2026, its #86 holding.
  • Wealthedge Investment Advisors first reported a position in Fiserv Inc in Q4 2025 and has held it in 3 quarters since.
  • Wealthedge Investment Advisors's Fiserv Inc position peaked at $1.03M in Q4 2025.
  • 811 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.