WA
FISV

Whipplewood Advisors’s Fiserv Inc FISV Stock Holding History

Whipplewood 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
2026
Q2 		– Sell
-30
Closed -$1.67K – 806
2026
Q1 		$1.67K Buy
30
+12
+67% +$743 ﹤0.01% 796
2025
Q4 		$1.21K Buy
+18
New +$1.51K ﹤0.01% 389
2025
Q3 		– Sell
-96
Closed -$16.6K – 617
2025
Q2 		$16.6K Buy
96
+12
+14% +$2.18K 0.01% 497
2025
Q1 		$21K Sell
84
-9
-10% -$1.97K 0.01% 444
2024
Q4 		$19.1K Buy
+93
New +$19K 0.01% 450

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 $3.37T AUM 44.26% 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 $59.9B AUM 27.01% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Whipplewood Advisors's FISV Position: Q2 2026 in Review

Whipplewood Advisors sold out of Fiserv Inc (FISV) in Q2 2026, closing a stake of 30 shares — an estimated $1.67K sold.

Whipplewood Advisors first reported a position in FISV in Q4 2024 and held it in 5 quarters. The position peaked at $21K in Q1 2025. 1,143 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Whipplewood Advisors reported no remaining Fiserv Inc position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 30 Fiserv Inc shares in Q2 2026, an estimated $1.67K.
  • Whipplewood Advisors first reported a position in Fiserv Inc in Q4 2024 and held it in 5 quarters.
  • Whipplewood Advisors's Fiserv Inc position peaked at $21K in Q1 2025.
  • 1,143 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.