WCA
FISV

Westover Capital Advisors’s Fiserv Inc FISV Stock Holding History

Westover Capital Advisors’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 		– Sell
-11,247
Closed -$1.94M – 225
2025
Q2 		$1.94M Sell
11,247
-436
-4% -$79.1K 0.39% 58
2025
Q1 		$2.58M Buy
11,683
+2,601
+29% +$569K 0.57% 46
2024
Q4 		$1.87M Buy
9,082
+2,708
+42% +$553K 0.41% 56
2024
Q3 		$1.15M Buy
+6,374
New +$1.05M 0.22% 95

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Westover Capital Advisors's FISV Position: Q3 2025 in Review

Westover Capital Advisors sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 11,247 shares — an estimated $1.94M sold.

Westover Capital Advisors first reported a position in FISV in Q3 2024 and held it in 4 quarters. The position peaked at $2.58M in Q1 2025. 1,734 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • Westover Capital Advisors reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
  • Westover Capital Advisors sold 11,247 Fiserv Inc shares in Q3 2025, an estimated $1.94M.
  • Westover Capital Advisors first reported a position in Fiserv Inc in Q3 2024 and held it in 4 quarters.
  • Westover Capital Advisors's Fiserv Inc position peaked at $2.58M in Q1 2025.
  • 1,734 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Westover Capital Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.