Wellington Management Group
FISV

Wellington Management Group’s Fiserv Inc FISV Stock Holding History

Wellington Management Group’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 		$2.24M Buy
40,184
+1,996
+5% +$124K ﹤0.01% 1528
2025
Q4 		$2.57M Sell
38,188
-38,114
-50% -$3.19M ﹤0.01% 1537
2025
Q3 		$9.84M Buy
76,302
+29,294
+62% +$4.2M ﹤0.01% 1265
2025
Q2 		$8.1M Sell
47,008
-518,193
-92% -$94M ﹤0.01% 1265
2025
Q1 		$125M Buy
565,201
+521,894
+1,205% +$114M 0.02% 460
2024
Q4 		$8.9M Sell
43,307
-7,079
-14% -$1.45M ﹤0.01% 1223
2024
Q3 		$9.05M Buy
50,386
+22,410
+80% +$3.7M ﹤0.01% 1199
2024
Q2 		$4.17M Buy
27,976
+10,409
+59% +$1.58M ﹤0.01% 1359
2024
Q1 		$2.81M Sell
17,567
-7,215
-29% -$1.05M ﹤0.01% 1452
2023
Q4 		$3.29M Buy
24,782
+4,261
+21% +$523K ﹤0.01% 1396
2023
Q3 		$2.32M Sell
20,521
-584
-3% -$71.9K ﹤0.01% 1445
2023
Q2 		$2.66M Buy
21,105
+16,703
+379% +$1.97M ﹤0.01% 1423
2023
Q1 		$498K Sell
4,402
-2,947
-40% -$324K ﹤0.01% 1837
2022
Q4 		$743K Sell
7,349
-60,969
-89% -$6.07M ﹤0.01% 1720
2022
Q3 		$6.39M Sell
68,318
-12,314
-15% -$1.25M ﹤0.01% 1219
2022
Q2 		$7.17M Sell
80,632
-40,837
-34% -$3.96M ﹤0.01% 1201
2022
Q1 		$12.3M Sell
121,469
-3,671
-3% -$372K ﹤0.01% 1149
2021
Q4 		$13M Sell
125,140
-10,571
-8% -$1.09M ﹤0.01% 1187
2021
Q3 		$14.7M Sell
135,711
-10,112
-7% -$1.13M ﹤0.01% 1160
2021
Q2 		$15.6M Buy
145,823
+52,566
+56% +$6.11M ﹤0.01% 1156
2021
Q1 		$11.1M Buy
93,257
+62,150
+200% +$7.13M ﹤0.01% 1213
2020
Q4 		$3.54M Buy
31,107
+17,421
+127% +$1.88M ﹤0.01% 1379
2020
Q3 		$1.41M Sell
13,686
-12,678
-48% -$1.26M ﹤0.01% 1477
2020
Q2 		$2.57M Buy
26,364
+12,949
+97% +$1.3M ﹤0.01% 1315
2020
Q1 		$1.27M Sell
13,415
-1,676,125
-99% -$186M ﹤0.01% 1463
2019
Q4 		$195M Buy
1,689,540
+78,436
+5% +$8.66M 0.04% 409
2019
Q3 		$167M Buy
+1,611,104
New +$164M 0.04% 426
2019
Q1 		– Sell
-147,728
Closed -$10.9M – 2062
2018
Q4 		$10.9M Sell
147,728
-932,102
-86% -$72.1M ﹤0.01% 1161
2018
Q3 		$89M Buy
1,079,830
+116,541
+12% +$9.15M 0.02% 615
2018
Q2 		$71.4M Buy
963,289
+183,589
+24% +$13.3M 0.02% 684
2018
Q1 		$55.6M Buy
779,700
+71,182
+10% +$5.01M 0.01% 743
2017
Q4 		$46.5M Sell
708,518
-284,670
-29% -$18.4M 0.01% 789
2017
Q3 		$64M Sell
993,188
-211,974
-18% -$13.2M 0.01% 680
2017
Q2 		$73.7M Sell
1,205,162
-613,712
-34% -$37.1M 0.02% 611
2017
Q1 		$105M Sell
1,818,874
-417,754
-19% -$23.4M 0.03% 492
2016
Q4 		$119M Sell
2,236,628
-1,012,612
-31% -$52M 0.03% 441
2016
Q3 		$162M Sell
3,249,240
-909,952
-22% -$47.7M 0.04% 365
2016
Q2 		$226M Sell
4,159,192
-330,156
-7% -$17M 0.06% 285
2016
Q1 		$230M Buy
4,489,348
+253,984
+6% +$12M 0.06% 285
2015
Q4 		$194M Buy
4,235,364
+317,430
+8% +$14.9M 0.05% 323
2015
Q3 		$170M Sell
3,917,934
-132,752
-3% -$5.74M 0.05% 328
2015
Q2 		$168M Sell
4,050,686
-482,996
-11% -$19.4M 0.04% 357
2015
Q1 		$180M Buy
4,533,682
+34,816
+0.8% +$1.33M 0.05% 360
2014
Q4 		$160M Buy
4,498,866
+1,064,290
+31% +$36.4M 0.04% 382
2014
Q3 		$111M Buy
3,434,576
+39,690
+1% +$1.25M 0.03% 472
2014
Q2 		$102M Buy
3,394,886
+229,366
+7% +$6.8M 0.03% 515
2014
Q1 		$89.7M Buy
3,165,520
+220,828
+7% +$6.32M 0.02% 551
2013
Q4 		$86.9M Buy
2,944,692
+90,236
+3% +$2.43M 0.03% 570
2013
Q3 		$72.1M Sell
2,854,456
-113,340
-4% -$2.74M 0.02% 598
2013
Q2 		$64.9M Buy
+2,967,796
New +$65.1M 0.02% 607

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group's FISV Position: Q1 2026 in Review

Wellington Management Group increased its Fiserv Inc (FISV) stake by 5.2% in Q1 2026, buying an estimated $124K and bringing the position to 40,184 shares worth $2.24M. The position accounts for ﹤0.01% of the portfolio, ranked #1528.

Wellington Management Group first reported a position in FISV in Q2 2013 and has held it in 50 quarters since. The position peaked at $230M in Q1 2016. 1,259 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Wellington Management Group held 40,184 shares of Fiserv Inc worth $2.24M as of Q1 2026.
  • Wellington Management Group bought 1,996 Fiserv Inc shares in Q1 2026, an estimated $124K.
  • Fiserv Inc made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #1528 holding.
  • Wellington Management Group first reported a position in Fiserv Inc in Q2 2013 and has held it in 50 quarters since.
  • Wellington Management Group's Fiserv Inc position peaked at $230M in Q1 2016.
  • 1,259 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.