Wimmer Associates 1’s Fiserv Inc FISV Stock Holding History

Wimmer Associates 1’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	-1,310	Closed	-$226K	–	112
2025 Q2	$226K	Hold	1,310	–	–	0.12%	103
2025 Q1	$250K	Hold	1,310	–	–	0.13%	101
2024 Q4	$269K	Hold	1,310	–	–	0.13%	100
2024 Q3	$235K	Buy	+1,310	New	+$216K	0.12%	105
2024 Q2	–	Sell	-1,310	Closed	-$209K	–	111
2024 Q1	$209K	Buy	+1,310	New	+$191K	0.11%	109
2021 Q2	–	Sell	-1,760	Closed	-$210K	–	121
2021 Q1	$210K	Buy	+1,760	New	+$202K	0.11%	117

Other funds holding FISV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wimmer Associates 1's FISV Position: Q3 2025 in Review

Wimmer Associates 1 sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 1,310 shares — an estimated $226K sold.

Wimmer Associates 1 first reported a position in FISV in Q1 2021 and held it in 6 quarters. The position peaked at $269K in Q4 2024. 1,731 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

Wimmer Associates 1 reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
Wimmer Associates 1 sold 1,310 Fiserv Inc shares in Q3 2025, an estimated $226K.
Wimmer Associates 1 first reported a position in Fiserv Inc in Q1 2021 and held it in 6 quarters.
Wimmer Associates 1's Fiserv Inc position peaked at $269K in Q4 2024.
1,731 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Wimmer Associates 1's 13F filing for Q3 2025, filed 14 Nov 2025.