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
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 0.03% 420
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 $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 $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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Western Wealth Management's FISV Position: Q1 2026 in Review

Western Wealth Management reduced its Fiserv Inc (FISV) stake by 0.55% in Q1 2026, selling an estimated $1.3K and leaving 3,799 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #905.

Western Wealth Management first reported a position in FISV in Q4 2020 and has held it in 19 quarters since. The position peaked at $488K in Q1 2025. 1,259 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Western Wealth Management held 3,799 shares of Fiserv Inc worth $212K as of Q1 2026.
  • Western Wealth Management sold 21 Fiserv Inc shares in Q1 2026, an estimated $1.3K.
  • Fiserv Inc made up 0.01% of Western Wealth Management's portfolio in Q1 2026, its #905 holding.
  • Western Wealth Management first reported a position in Fiserv Inc in Q4 2020 and has held it in 19 quarters since.
  • Western Wealth Management's Fiserv Inc position peaked at $488K in Q1 2025.
  • 1,259 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.