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Fiserv shares owned by Keudell/Morrison Wealth Management

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

Historical chart of Keudell/Morrison Wealth Management investment in Fiserv

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fiserv by Keudell/Morrison Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $281k 2.1k 132.84
2023-09-30 $242k 2.1k 112.96
2023-06-30 $267k 2.1k 126.15
2023-03-31 $227k 2.0k 113.03
2022-12-31 $201k 2.0k 101.07
2019-06-30 $2.4M 27k 91.15

More positions owned by Keudell/Morrison Wealth Management

Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Managed Portfolio Series Tortoise Nram Pi (TPYP)
World Gold Tr Spdr Gld Minis (GLDM)
Microsoft Corporation (MSFT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Vanguard World Fds Energy Etf (VDE)

View all positions for Keudell/Morrison Wealth Management

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