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Fiserv shares owned by Moss Adams Wealth Advisors

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

Historical chart of Moss Adams Wealth Advisors investment in Fiserv

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fiserv by Moss Adams Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $219k 1.7k 128.93
2025-06-30 $310k 1.8k 172.41
2025-03-31 $462k 2.1k 220.83
2024-12-31 $523k 2.5k 205.42
2024-09-30 $451k 2.5k 179.65

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Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core S&p Scp Etf (IJR)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Vaneck Etf Trust Semiconductr Etf (SMH)
Select Sector Spdr Tr Communication (XLC)
Global X Fds Cybrscurty Etf (BUG)
Global X Fds Us Infr Dev Etf (PAVE)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Russell 3000 Etf (IWV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
NVIDIA Corporation (NVDA)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)

View all positions for Moss Adams Wealth Advisors

Top funds holding Fiserv

Vanguard Group
BlackRock
Dodge & Cox
Capital World Investors
State Street Corporation
Lombard Odier Asset Management
Geode Capital Management
Morgan Stanley
D. E. Shaw & Co
Harris Associates L.P
Northern Trust
Invesco
Massachusetts Financial Services
UBS Group
Ubs Global Asset Management Americas

View all funds holding Fiserv