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
2025
Q4 		– Sell
-5,260
Closed -$973K – 1972
2025
Q3 		$973K Buy
+5,260
New +$754K ﹤0.01% 1785
2024
Q2 		– Sell
-4,228
Closed -$423K – 1912
2024
Q1 		$423K Buy
+4,228
New +$616K ﹤0.01% 1825

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 $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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 $60.8B AUM 26.63% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Wellington Management Group's FISV Position: Q2 2026 in Review

Wellington Management Group increased its Fiserv Inc (FISV) stake by 20% in Q2 2026, buying an estimated $446K and bringing the position to 48,170 shares worth $2.36M. The position accounts for ﹤0.01% of the portfolio, ranked #1594.

Wellington Management Group first reported a position in FISV in Q2 2013 and has held it in 51 quarters since. The position peaked at $230M in Q1 2016. 1,153 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Wellington Management Group held 48,170 shares of Fiserv Inc worth $2.36M as of Q2 2026.
  • Wellington Management Group bought 7,986 Fiserv Inc shares in Q2 2026, an estimated $446K.
  • Fiserv Inc made up ﹤0.01% of Wellington Management Group's portfolio in Q2 2026, its #1594 holding.
  • Wellington Management Group first reported a position in Fiserv Inc in Q2 2013 and has held it in 51 quarters since.
  • Wellington Management Group's Fiserv Inc position peaked at $230M in Q1 2016.
  • 1,153 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.