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Fiserv shares owned by HCR Wealth Advisors

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

Historical chart of HCR Wealth Advisors investment in Fiserv

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fiserv by HCR Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $202k 984 205.42

More positions owned by HCR Wealth Advisors

Apple Common Stock (AAPL)
Vanguard Growth Index Fund ETF Etf (VUG)
Vanguard High Dividend Yield Index Fund ETF Etf (VYM)
iShares Core S&P Small-Cap ETF Etf (IJR)
Nvidia Corp Common Stock (NVDA)
iShares Core S&P 500 ETF Etf (IVV)
Microsoft Common Stock (MSFT)
Alphabet Common Stock (GOOGL)
Ametek Common Stock (AME)
First Trust Preferred Securities and Income ETF Etf (FPE)
Palo Alto Networks Common Stock (PANW)
Amazon.Com Common Stock (AMZN)
iShares Core MSCI Emerging ETF Etf (IEMG)
Meta Platforms Common Stock (META)
Visa Common Stock (V)

View all positions for HCR Wealth Advisors

Top funds holding Fiserv

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

View all funds holding Fiserv