WWS
FISV

Wellington Wealth Strategies’s Fiserv Inc FISV Stock Holding History

Wellington Wealth Strategies’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
2024
Q4 		$1.76M Buy
+7,641
New +$1.56M 1.6% 18

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Wellington Wealth Strategies's FISV Position: Q4 2024 in Review

Wellington Wealth Strategies opened a new position in Fiserv Inc (FISV) in Q4 2024: 7,641 shares worth $1.76M. The stake represents 1.6% of the portfolio and ranks #18 among its holdings.

1,897 funds tracked by Wall St. Rank hold FISV as of Q4 2024.

  • Wellington Wealth Strategies held 7,641 shares of Fiserv Inc worth $1.76M as of Q4 2024.
  • Fiserv Inc was a new Wellington Wealth Strategies position in Q4 2024.
  • Fiserv Inc made up 1.6% of Wellington Wealth Strategies's portfolio in Q4 2024, its #18 holding.
  • 1,897 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2024.

Based on Wellington Wealth Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.