WMWM
FISV

Whitaker-Myers Wealth Managers’s Fiserv Inc FISV Stock Holding History

Whitaker-Myers Wealth Managers’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
Q2 		– Sell
-1,220
Closed -$269K – 113
2025
Q1 		$269K Hold
1,220
– – 0.08% 98
2024
Q4 		$251K Hold
1,220
– – 0.07% 103
2024
Q3 		$219K Buy
+1,220
New +$201K 0.07% 101

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Whitaker-Myers Wealth Managers's FISV Position: Q2 2025 in Review

Whitaker-Myers Wealth Managers sold out of Fiserv Inc (FISV) in Q2 2025, closing a stake of 1,220 shares — an estimated $269K sold.

Whitaker-Myers Wealth Managers first reported a position in FISV in Q3 2024 and held it in 3 quarters. The position peaked at $269K in Q1 2025. 1,844 funds tracked by Wall St. Rank hold FISV as of Q2 2025.

  • Whitaker-Myers Wealth Managers reported no remaining Fiserv Inc position as of Q2 2025 after selling out during the quarter.
  • Whitaker-Myers Wealth Managers sold 1,220 Fiserv Inc shares in Q2 2025, an estimated $269K.
  • Whitaker-Myers Wealth Managers first reported a position in Fiserv Inc in Q3 2024 and held it in 3 quarters.
  • Whitaker-Myers Wealth Managers's Fiserv Inc position peaked at $269K in Q1 2025.
  • 1,844 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2025.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2025, filed 7 Jul 2025.