Unique Wealth Strategies »

Fiserv shares owned by Unique Wealth Strategies

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

Historical chart of Unique Wealth Strategies investment in Fiserv

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Fiserv by Unique Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 7.1k 159.82
2023-12-31 $832k 6.3k 132.84

More positions owned by Unique Wealth Strategies

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p500 Etf (IVV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Meta Platforms Cl A (META)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Booking Holdings (BKNG)
Ishares Core Msci Emkt (IEMG)
Visa Com Cl A (V)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Anthem (ELV)

View all positions for Unique Wealth Strategies

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