WP
FISV

WMS Partners’s Fiserv Inc FISV Stock Holding History

WMS Partners’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
Q1 		– Sell
-1,900
Closed -$390K – 94
2024
Q4 		$390K Buy
1,900
+586
+45% +$120K 0.02% 214
2024
Q3 		$236K Buy
+1,314
New +$217K 0.01% 257
2024
Q2 		– Sell
-1,279
Closed -$204K – 267
2024
Q1 		$204K Buy
+1,279
New +$186K 0.01% 259
2023
Q4 		– Sell
-2,572
Closed -$291K – 259
2023
Q3 		$291K Sell
2,572
-68
-3% -$8.37K 0.02% 209
2023
Q2 		$333K Buy
2,640
+5
+0.2% +$589 0.03% 203
2023
Q1 		$298K Sell
2,635
-747
-22% -$82.2K 0.03% 207
2022
Q4 		$342K Hold
3,382
– – 0.03% 193
2022
Q3 		$316K Sell
3,382
-77
-2% -$7.85K 0.04% 184
2022
Q2 		$308K Sell
3,459
-590
-15% -$57.2K 0.05% 178
2022
Q1 		$411K Hold
4,049
– – 0.06% 156
2021
Q4 		$420K Sell
4,049
-35
-0.9% -$3.62K 0.09% 133
2021
Q3 		$443K Sell
4,084
-105
-3% -$11.7K 0.07% 160
2021
Q2 		$448K Hold
4,189
– – 0.07% 153
2021
Q1 		$499K Sell
4,189
-715
-15% -$82.1K 0.11% 126
2020
Q4 		$558K Sell
4,904
-525
-10% -$56.6K 0.1% 113
2020
Q3 		$559K Buy
5,429
+1,330
+32% +$132K 0.11% 101
2020
Q2 		$400K Hold
4,099
– – 0.08% 130
2020
Q1 		$389K Buy
4,099
+1,800
+78% +$200K 0.11% 111
2019
Q4 		$266K Sell
2,299
-602
-21% -$66.5K 0.06% 191
2019
Q3 		$301K Buy
2,901
+487
+20% +$49.7K 0.07% 173
2019
Q2 		$220K Buy
+2,414
New +$212K 0.05% 199

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WMS Partners's FISV Position: Q1 2025 in Review

WMS Partners sold out of Fiserv Inc (FISV) in Q1 2025, closing a stake of 1,900 shares — an estimated $390K sold.

WMS Partners first reported a position in FISV in Q2 2019 and held it in 21 quarters. The position peaked at $559K in Q3 2020. 1,933 funds tracked by Wall St. Rank hold FISV as of Q1 2025.

  • WMS Partners reported no remaining Fiserv Inc position as of Q1 2025 after selling out during the quarter.
  • WMS Partners sold 1,900 Fiserv Inc shares in Q1 2025, an estimated $390K.
  • WMS Partners first reported a position in Fiserv Inc in Q2 2019 and held it in 21 quarters.
  • WMS Partners's Fiserv Inc position peaked at $559K in Q3 2020.
  • 1,933 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.