WCM
FISV

Windward Capital Management’s Fiserv Inc FISV Stock Holding History

Windward Capital 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 		– Sell
-195,936
Closed -$13.2M – 71
2025
Q4 		$13.2M Sell
195,936
-6,800
-3% -$569K 1.04% 28
2025
Q3 		$26.1M Sell
202,736
-1,949
-1% -$279K 2.08% 15
2025
Q2 		$35.3M Sell
204,685
-1,421
-0.7% -$258K 2.99% 10
2025
Q1 		$45.5M Sell
206,106
-3,381
-2% -$740K 3.93% 5
2024
Q4 		$43M Sell
209,487
-2,335
-1% -$477K 3.29% 8
2024
Q3 		$38.1M Sell
211,822
-1,118
-0.5% -$184K 2.9% 9
2024
Q2 		$31.7M Sell
212,940
-4,700
-2% -$711K 2.67% 9
2024
Q1 		$34.8M Sell
217,640
-4,628
-2% -$674K 2.9% 9
2023
Q4 		$29.5M Sell
222,268
-569
-0.3% -$69.8K 2.56% 13
2023
Q3 		$25.2M Sell
222,837
-2,789
-1% -$343K 2.46% 13
2023
Q2 		$28.5M Buy
225,626
+783
+0.3% +$92.2K 2.57% 13
2023
Q1 		$25.4M Buy
224,843
+3,813
+2% +$419K 2.34% 14
2022
Q4 		$22.3M Sell
221,030
-1,095
-0.5% -$109K 2.42% 15
2022
Q3 		$20.8M Buy
222,125
+300
+0.1% +$30.6K 2.35% 15
2022
Q2 		$19.7M Buy
221,825
+1,368
+0.6% +$133K 2.12% 18
2022
Q1 		$22.4M Sell
220,457
-484
-0.2% -$49K 1.99% 16
2021
Q4 		$22.9M Buy
220,941
+236
+0.1% +$24.4K 1.9% 18
2021
Q3 		$23.9M Sell
220,705
-120
-0.1% -$13.4K 2.22% 16
2021
Q2 		$23.6M Sell
220,825
-525
-0.2% -$61K 2.19% 16
2021
Q1 		$26.3M Sell
221,350
-566
-0.3% -$65K 2.63% 12
2020
Q4 		$25.3M Sell
221,916
-32,920
-13% -$3.55M 2.55% 13
2020
Q3 		$26.3M Sell
254,836
-3,099
-1% -$309K 2.65% 11
2020
Q2 		$25.2M Sell
257,935
-3,796
-1% -$382K 2.85% 11
2020
Q1 		$24.9M Sell
261,731
-4,238
-2% -$471K 3.33% 8
2019
Q4 		$30.8M Sell
265,969
-1,117
-0.4% -$123K 3.28% 6
2019
Q3 		$27.7M Sell
267,086
-59
-0% -$6.02K 3.31% 6
2019
Q2 		$24.4M Sell
267,145
-4,467
-2% -$391K 3.04% 9
2019
Q1 		$24M Buy
271,612
+492
+0.2% +$40.6K 3.07% 7
2018
Q4 		$19.9M Buy
271,120
+1,412
+0.5% +$109K 2.87% 10
2018
Q3 		$22.2M Sell
269,708
-1,934
-0.7% -$152K 2.76% 13
2018
Q2 		$20.1M Buy
271,642
+247
+0.1% +$17.9K 2.84% 11
2018
Q1 		$19.4M Buy
271,395
+89
+0% +$6.26K 2.82% 12
2017
Q4 		$17.8M Sell
271,306
-2,162
-0.8% -$140K 2.64% 13
2017
Q3 		$17.6M Sell
273,468
-694
-0.3% -$43.1K 2.89% 12
2017
Q2 		$16.8M Buy
274,162
+564
+0.2% +$34.1K 2.85% 12
2017
Q1 		$15.8M Sell
273,598
-666
-0.2% -$37.4K 2.81% 13
2016
Q4 		$14.6M Sell
274,264
-2,296
-0.8% -$118K 2.78% 13
2016
Q3 		$13.8M Sell
276,560
-1,448
-0.5% -$75.9K 2.57% 15
2016
Q2 		$15.1M Buy
278,008
+2,180
+0.8% +$112K 2.93% 9
2016
Q1 		$14.1M Sell
275,828
-1,820
-0.7% -$86.3K 2.76% 16
2015
Q4 		$12.7M Buy
277,648
+70,912
+34% +$3.33M 2.53% 17
2015
Q3 		$8.95M Buy
206,736
+5,254
+3% +$227K 2.44% 14
2015
Q2 		$8.34M Sell
201,482
-3,048
-1% -$123K 2.24% 18
2015
Q1 		$8.12M Buy
204,530
+8,596
+4% +$328K 2.1% 20
2014
Q4 		$6.95M Buy
195,934
+2,828
+1% +$96.8K 1.97% 22
2014
Q3 		$6.24M Buy
193,106
+34,122
+21% +$1.08M 1.98% 24
2014
Q2 		$4.79M Buy
+158,984
New +$4.71M 1.64% 28

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 $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Windward Capital Management's FISV Position: Q1 2026 in Review

Windward Capital Management sold out of Fiserv Inc (FISV) in Q1 2026, closing a stake of 195,936 shares — an estimated $13.2M sold.

Windward Capital Management first reported a position in FISV in Q2 2014 and held it in 47 quarters. The position peaked at $45.5M in Q1 2025. 1,259 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

  • Windward Capital Management reported no remaining Fiserv Inc position as of Q1 2026 after selling out during the quarter.
  • Windward Capital Management sold 195,936 Fiserv Inc shares in Q1 2026, an estimated $13.2M.
  • Windward Capital Management first reported a position in Fiserv Inc in Q2 2014 and held it in 47 quarters.
  • Windward Capital Management's Fiserv Inc position peaked at $45.5M in Q1 2025.
  • 1,259 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on Windward Capital Management's 13F filing for Q1 2026, filed 13 May 2026.