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Fiserv shares owned by Insight Wealth Strategies

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

Historical chart of Insight Wealth Strategies investment in Fiserv

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fiserv by Insight Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.9M 18k 159.82
2023-12-31 $2.6M 19k 132.84
2023-09-30 $819k 7.2k 112.96

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Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Tips Bd Etf (TIP)

View all positions for Insight Wealth Strategies

Top funds holding Fiserv

Vanguard Group
T. Rowe Price Associates
Dodge & Cox
Harris Associates L.P
Massachusetts Financial Services
Veritas Asset Management
Parnassus Investments
Norges Bank Investment Management
Jpmorgan Chase & Co
BlueSpruce Investments
Legal & General Group
ValueAct Holdings
Bank of New York Mellon
Ubs Global Asset Management Americas
Egerton Capital

View all funds holding Fiserv