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Fiserv shares owned by Connecticut Wealth Management

Quarter-by-quarter ownership of Fiserv (FI) shares owned by Connecticut Wealth Management from 13F filings

Historical chart of Connecticut Wealth Management investment in Fiserv

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All positions including Fiserv held by Connecticut Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fiserv by Connecticut Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $429k 2.4k 179.65
2024-06-30 $356k 2.4k 149.04
2024-03-31 $391k 2.4k 159.82
2023-12-31 $326k 2.5k 132.84
2023-09-30 $238k 2.1k 112.96
2023-06-30 $221k 1.8k 126.15

More positions owned by Connecticut Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Core Msci Emkt (IEMG)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Connecticut Wealth Management

Top funds holding Fiserv

Vanguard Group
BlackRock
BlackRock
T. Rowe Price Associates
Dodge & Cox
State Street Corporation
Capital World Investors
Harris Associates L.P
Jpmorgan Chase & Co
Geode Capital Management
Morgan Stanley
Invesco
Massachusetts Financial Services
Nuveen Asset Management
Goldman Sachs Group

View all funds holding Fiserv