Fiserv shares owned by Marotta Asset Management
Quarter-by-quarter ownership of Fiserv (FI) shares owned by Marotta Asset Management
from 13F filings
Historical chart of Marotta Asset Management investment in Fiserv
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Quarterly reported holdings in Fiserv by Marotta Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $202k | 1.6k | 126.09 |
| 2025-06-30 | $552k | 3.2k | 172.41 |
| 2025-03-31 | $577k | 3.2k | 179.65 |
| 2024-12-31 | $661k | 3.2k | 205.98 |
| 2024-09-30 | $577k | 3.2k | 179.65 |
| 2024-06-30 | $473k | 3.2k | 147.14 |
| 2024-03-31 | $511k | 3.2k | 159.82 |
| 2023-12-31 | $425k | 3.2k | 132.84 |
| 2023-09-30 | $362k | 3.2k | 112.96 |
| 2023-06-30 | $404k | 3.2k | 126.15 |
| 2022-12-31 | $323k | 3.2k | 101.07 |
| 2022-09-30 | $299k | 3.2k | 93.57 |
| 2022-06-30 | $296k | 3.2k | 92.58 |
| 2022-03-31 | $325k | 3.2k | 101.40 |
| 2021-12-31 | $332k | 3.2k | 103.79 |
| 2021-09-30 | $347k | 3.2k | 108.50 |
| 2021-06-30 | $347k | 3.2k | 108.34 |
| 2021-03-31 | $391k | 3.2k | 122.17 |
| 2020-12-31 | $364k | 3.2k | 113.86 |
| 2020-09-30 | $330k | 3.2k | 103.05 |
| 2020-06-30 | $312k | 3.2k | 97.62 |
| 2020-03-31 | $282k | 3.2k | 88.01 |
| 2019-12-31 | $390k | 3.2k | 121.94 |