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Fiserv shares owned by Trueblood Wealth Management

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

Historical chart of Trueblood Wealth Management investment in Fiserv

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fiserv by Trueblood Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $530k 2.6k 205.42
2024-03-31 $407k 2.5k 159.82
2023-12-31 $278k 2.1k 132.84

More positions owned by Trueblood Wealth Management

JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Microsoft Corporation (MSFT)
Accenture Plc Ireland Shs Class A (ACN)
First Tr Exchange-traded Smid Risng Etf (SDVY)
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)
Arthur J. Gallagher & Co. (AJG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Cincinnati Financial Corporation (CINF)
Caterpillar (CAT)
First Tr Exchange-traded Ft Vest Ris (RDVI)
NVIDIA Corporation (NVDA)
Home Depot (HD)
Chevron Corporation (CVX)
UnitedHealth (UNH)

View all positions for Trueblood Wealth Management

Top funds holding Fiserv

Vanguard Group
BlackRock
T. Rowe Price Associates
Dodge & Cox
State Street Corporation
Capital World Investors
Harris Associates L.P
Jpmorgan Chase & Co
Geode Capital Management
FMR
Invesco
Massachusetts Financial Services
Nuveen Asset Management
Parnassus Investments
Northern Trust

View all funds holding Fiserv