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Fiserv shares owned by McKinley Carter Wealth Services

Quarter-by-quarter ownership of Fiserv (FI) shares owned by McKinley Carter Wealth Services from 13F filings

Historical chart of McKinley Carter Wealth Services investment in Fiserv

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All positions including Fiserv held by McKinley Carter Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fiserv by McKinley Carter Wealth Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 60k 179.65
2024-06-30 $9.1M 61k 149.04
2024-03-31 $9.6M 60k 159.82
2023-12-31 $7.9M 59k 132.84
2023-09-30 $5.8M 52k 112.96
2023-06-30 $6.5M 52k 126.15
2023-03-31 $6.0M 53k 113.03
2022-12-31 $5.5M 54k 101.07
2022-09-30 $5.1M 54k 93.57
2022-06-30 $4.6M 52k 88.98
2022-03-31 $5.2M 51k 101.40
2021-12-31 $5.2M 50k 103.79
2021-09-30 $5.2M 48k 108.52
2021-06-30 $5.0M 47k 106.89
2021-03-31 $5.1M 43k 119.04
2020-12-31 $4.8M 42k 113.87
2020-09-30 $4.4M 43k 103.05
2020-06-30 $3.9M 40k 97.62
2020-03-31 $3.7M 39k 94.98
2019-12-31 $4.7M 41k 115.64
2019-09-30 $4.3M 41k 103.59
2019-06-30 $3.9M 42k 91.16
2019-03-31 $3.8M 43k 88.27
2018-12-31 $3.1M 42k 73.48
2018-09-30 $3.4M 42k 82.38
2018-06-30 $3.0M 41k 74.10
2018-03-31 $3.0M 42k 71.31
2017-12-31 $2.8M 22k 131.12
2017-09-30 $2.9M 22k 128.96
2017-06-30 $2.9M 24k 122.34
2017-03-31 $2.7M 24k 115.31
2016-12-31 $2.6M 24k 106.27
2016-09-30 $2.4M 25k 99.49
2016-06-30 $2.8M 26k 108.75
2016-03-31 $2.6M 25k 102.58
2015-12-31 $2.4M 26k 91.47
2015-09-30 $2.2M 26k 86.62
2015-06-30 $2.1M 25k 82.84
2015-03-31 $2.1M 26k 79.38
2014-12-31 $1.8M 26k 70.96
2014-09-30 $1.6M 24k 64.62
2014-06-30 $1.5M 24k 60.33
2014-03-31 $1.4M 25k 56.71
2013-12-31 $802k 14k 59.04

More positions owned by McKinley Carter Wealth Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus Top 200 Etf (IWL)
Ishares Msci Emrg Chn (EMXC)
Apple (AAPL)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Us Treas Bd Etf (GOVT)
Select Sector Spdr Tr Technology (XLK)
Ishares Core Msci Emkt (IEMG)

View all positions for McKinley Carter Wealth Services

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