WWM
FISV

Western Wealth Management’s Fiserv Inc FISV Stock Holding History

Western Wealth Management’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
Q2 		– Sell
-3,799
Closed -$212K – 1023
2026
Q1 		$212K Sell
3,799
-21
-0.5% -$1.3K 0.01% 905
2025
Q4 		$257K Buy
3,820
+1,578
+70% +$132K 0.01% 710
2025
Q3 		$289K Sell
2,242
-62
-3% -$8.88K 0.02% 607
2025
Q2 		$397K Buy
2,304
+94
+4% +$17K 0.02% 481
2025
Q1 		$488K Buy
2,210
+99
+5% +$21.7K 0.03% 399
2024
Q4 		$434K Sell
2,111
-70
-3% -$14.3K 0.02% 503
2024
Q3 		$392K Buy
2,181
+65
+3% +$10.7K 0.02% 517
2024
Q2 		$315K Buy
2,116
+99
+5% +$15K 0.02% 481
2024
Q1 		$322K Buy
2,017
+21
+1% +$3.06K 0.03% 484
2023
Q4 		$265K Buy
1,996
+44
+2% +$5.4K 0.02% 579
2023
Q3 		$220K Hold
1,952
– – 0.02% 584
2023
Q2 		$246K Sell
1,952
-50
-2% -$5.89K 0.02% 555
2023
Q1 		$226K Hold
2,002
– – 0.02% 582
2022
Q4 		$202K Sell
2,002
-2,414
-55% -$240K 0.02% 575
2022
Q3 		$411K Buy
4,416
+571
+15% +$58.2K 0.02% 551
2022
Q2 		$342K Sell
3,845
-286
-7% -$27.7K 0.02% 574
2022
Q1 		$419K Buy
4,131
+1,757
+74% +$178K 0.02% 581
2021
Q4 		$239K Buy
+2,374
New +$245K 0.02% 534
2021
Q1 		– Sell
-2,434
Closed -$277K – 523
2020
Q4 		$277K Buy
+2,434
New +$262K 0.04% 371

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

Western Wealth Management's FISV Position: Q2 2026 in Review

Western Wealth Management sold out of Fiserv Inc (FISV) in Q2 2026, closing a stake of 3,799 shares — an estimated $212K sold.

Western Wealth Management first reported a position in FISV in Q4 2020 and held it in 19 quarters. The position peaked at $488K in Q1 2025. 1,154 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Western Wealth Management reported no remaining Fiserv Inc position as of Q2 2026 after selling out during the quarter.
  • Western Wealth Management sold 3,799 Fiserv Inc shares in Q2 2026, an estimated $212K.
  • Western Wealth Management first reported a position in Fiserv Inc in Q4 2020 and held it in 19 quarters.
  • Western Wealth Management's Fiserv Inc position peaked at $488K in Q1 2025.
  • 1,154 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

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