FISV Fiserv Inc. COM

Ownership history in DUDLEY & SHANLEY, INC.  ·  69 quarters on record

AI Ownership Summary

DUDLEY & SHANLEY, INC. reported Fiserv Inc. COM (FISV) in 69 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 5.79% in 2023 Q4. The latest visible filing shows FISV at 1.31% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FISV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DUDLEY & SHANLEY, INC.'s position in Fiserv Inc. COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FISV was reported at 1.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.79% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How DUDLEY & SHANLEY, INC. held FISV — position size vs. price
% of Fund (quarterly)    FISV price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 143,923 0% 1.31% $8.0M 2026-04-08 $56.63
2025 Q4 REDUCED 143,923 -30,998 -17.7% 1.55% $9.7M 2026-01-09 $69.85
2025 Q3 ADDED 174,921 +5,577 +3.3% 3.63% $22.6M 2025-10-08 $126.51
2025 Q2 ADDED 169,344 +12,870 +8.2% 4.58% $29.2M 2025-07-09 $170.95
2025 Q1 REDUCED 156,474 -20,149 -11.4% 5.44% $34.6M 2025-04-09 $210.38
2024 Q4 REDUCED 176,623 -24,243 -12.1% 5.60% $36.3M 2025-01-03 $208.57
2024 Q3 REDUCED 200,866 -3,275 -1.6% 5.64% $36.1M 2024-12-23 $206.71
2024 Q2 REDUCED 204,141 -4,780 -2.3% 5.23% $30.4M 2024-07-09 $151.09
2024 Q1 REDUCED 208,921 -35,484 -14.5% 5.63% $33.4M 2024-04-19 $148.62
2023 Q4 REDUCED 244,405 -3,510 -1.4% 5.79% $32.5M 2024-01-12 $136.92
59 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About DUDLEY & SHANLEY, INC. and FISV

These are the practical questions this page is built to answer before you even open the full history table.

How long has DUDLEY & SHANLEY, INC. reported owning FISV?

DUDLEY & SHANLEY, INC. reported FISV across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FISV position in DUDLEY & SHANLEY, INC.'s portfolio?

The largest reported portfolio weight for FISV was 5.79% in 2023 Q4.

What is the latest reported FISV position on this page?

The most recent filing on this page is 2026 Q1, when DUDLEY & SHANLEY, INC. reported 143,923 shares, equal to 1.31% of portfolio, with an estimated market value of $8.0M.

What does the chart on this FISV ownership page compare?

The chart compares DUDLEY & SHANLEY, INC.'s quarterly FISV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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