West Oak Capital’s Fiserv Inc FISV Stock Holding History

West Oak Capital’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	$387	Sell	300 -100	-25%	-$14.3K	0.02%	167
2025 Q2	$690	Hold	400	–	–	0.03%	157
2025 Q1	$883	Hold	400	–	–	0.03%	152
2024 Q4	$822K	Hold	400	–	–	0.03%	157
2024 Q3	$719	Hold	400	–	–	0.01%	166
2024 Q2	$59.6K	Buy	400 +200	+100%	+$30.3K	0.02%	175
2024 Q1	$32K	Hold	200	–	–	0.01%	192
2023 Q4	$27K	Hold	200	–	–	0.01%	197
2023 Q3	$23K	Hold	200	–	–	0.01%	199
2023 Q2	$25.2K	Hold	200	–	–	0.01%	197
2023 Q1	$22.6K	Hold	200	–	–	0.01%	195
2022 Q4	$20K	Hold	200	–	–	0.01%	184
2022 Q3	$19K	Buy	+200	New	+$20.4K	0.01%	201
2018 Q4	–	Sell	-350	Closed	-$28.8K	–	345
2018 Q3	$28.8K	Hold	350	–	–	0.02%	210
2018 Q2	$25.9K	Hold	350	–	–	0.02%	211
2018 Q1	$25K	Hold	350	–	–	0.01%	215
2017 Q4	$22.9K	Hold	350	–	–	0.01%	207
2017 Q3	$22.6K	Hold	350	–	–	0.01%	228
2017 Q2	$21.4K	Sell	350 -442	-56%	-$26.7K	0.01%	231
2017 Q1	$45.7K	Buy	792 +442	+126%	+$24.8K	0.03%	188
2016 Q4	$18.6K	Buy	350 +200	+133%	+$10.3K	0.01%	242
2016 Q3	$7.46K	Buy	+150	New	+$7.87K	0.01%	303

Other funds holding FISV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return