WP
FISV

WealthShield Partners’s Fiserv Inc FISV Stock Holding History

WealthShield 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
2025
Q3 		– Sell
-12,138
Closed -$2.09M – 573
2025
Q2 		$2.09M Buy
12,138
+315
+3% +$57.1K 0.25% 110
2025
Q1 		$2.61M Buy
11,823
+367
+3% +$80.3K 0.34% 89
2024
Q4 		$2.35M Sell
11,456
-546
-5% -$111K 0.33% 85
2024
Q3 		$2.16M Buy
12,002
+516
+4% +$85.1K 0.29% 102
2024
Q2 		$1.71M Buy
11,486
+623
+6% +$94.3K 0.26% 104
2024
Q1 		$1.74M Buy
10,863
+213
+2% +$31K 0.28% 102
2023
Q4 		$1.41M Sell
10,650
-826
-7% -$101K 0.23% 116
2023
Q3 		$1.3M Buy
11,476
+685
+6% +$84.4K 0.2% 125
2023
Q2 		$1.36M Buy
10,791
+552
+5% +$65K 0.21% 121
2023
Q1 		$1.16M Buy
10,239
+1,815
+22% +$200K 0.19% 134
2022
Q4 		$851K Buy
+8,424
New +$839K 0.16% 150
2021
Q3 		– Sell
-942
Closed -$101K – 405
2021
Q2 		$101K Sell
942
-521
-36% -$60.6K 0.02% 362
2021
Q1 		$174K Buy
+1,463
New +$168K 0.03% 271

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WealthShield Partners's FISV Position: Q3 2025 in Review

WealthShield Partners sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 12,138 shares — an estimated $2.09M sold.

WealthShield Partners first reported a position in FISV in Q1 2021 and held it in 13 quarters. The position peaked at $2.61M in Q1 2025. 1,732 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • WealthShield Partners reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
  • WealthShield Partners sold 12,138 Fiserv Inc shares in Q3 2025, an estimated $2.09M.
  • WealthShield Partners first reported a position in Fiserv Inc in Q1 2021 and held it in 13 quarters.
  • WealthShield Partners's Fiserv Inc position peaked at $2.61M in Q1 2025.
  • 1,732 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on WealthShield Partners's 13F filing for Q3 2025, filed 31 Oct 2025.