WCM
FISV

Wunderlich Capital Managemnt’s Fiserv Inc FISV Stock Holding History

Wunderlich Capital Managemnt’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
2024
Q2 		$897K Buy
6,021
+519
+9% +$78.6K 0.4% 63
2024
Q1 		$879K Sell
5,502
-239
-4% -$34.8K 0.4% 66
2023
Q4 		$763K Buy
5,741
+43
+0.8% +$5.28K 0.34% 68
2023
Q3 		$644K Buy
5,698
+280
+5% +$34.5K 0.32% 64
2023
Q2 		$683K Buy
5,418
+1,220
+29% +$144K 0.34% 64
2023
Q1 		$474K Buy
4,198
+1,127
+37% +$124K 0.25% 68
2022
Q4 		$310K Sell
3,071
-62
-2% -$6.17K 0.17% 74
2022
Q3 		$293K Sell
3,133
-21
-0.7% -$2.14K 0.19% 70
2022
Q2 		$281K Buy
+3,154
New +$306K 0.16% 75

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wunderlich Capital Managemnt's FISV Position: Q2 2024 in Review

Wunderlich Capital Managemnt increased its Fiserv Inc (FISV) stake by 9.4% in Q2 2024, buying an estimated $78.6K and bringing the position to 6,021 shares worth $897K. The position accounts for 0.4% of the portfolio, ranked #63.

Wunderlich Capital Managemnt first reported a position in FISV in Q2 2022 and has held it in 9 quarters since. 1,664 funds tracked by Wall St. Rank hold FISV as of Q2 2024.

  • Wunderlich Capital Managemnt held 6,021 shares of Fiserv Inc worth $897K as of Q2 2024.
  • Wunderlich Capital Managemnt bought 519 Fiserv Inc shares in Q2 2024, an estimated $78.6K.
  • Fiserv Inc made up 0.4% of Wunderlich Capital Managemnt's portfolio in Q2 2024, its #63 holding.
  • Wunderlich Capital Managemnt first reported a position in Fiserv Inc in Q2 2022 and has held it in 9 quarters since.
  • 1,664 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2024.

Based on Wunderlich Capital Managemnt's 13F filing for Q2 2024, filed 14 Aug 2024.