FI — FISERV INC

Ownership history in UNIQUE WEALTH, LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which UNIQUE WEALTH, LLC reported a position in FISERV INC (FI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.67% (2025 Q1)
Avg. % of fund
0.38%
First filed
2023 Q2
Last filed
2025 Q3
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 16,764 -185 -1.1% 0.32% $2.2M —
2025 Q2 ADDED 16,949 +812 +5.0% 0.47% $2.9M —
2025 Q1 ADDED 16,137 +3,384 +26.5% 0.67% $3.6M —
2024 Q4 ADDED 12,753 +1,038 +8.9% 0.55% $2.6M —
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)

Other funds also holding FI

As of 2025 Q4 — sorted by position size

Corus Family Wealth Advisors 3Y 14.94% Courant Investment Management LLC 3Y 7Y 11.54% JANA Partners Management, LP 7.85% PITTENGER & ANDERSON INC 3Y 7Y 7.44% America First Investment Advisors, LLC 3Y 7Y 4.56% HARBER ASSET MANAGEMENT LLC 3Y 7Y 4.45% Aryeh Capital Management Ltd. 3Y 4.43% Redwood Grove Capital, LLC 3Y 3.64% Danica Pension, Livsforsikringsaktieselskab 3.41% Warther Private Wealth, LLC 3Y 3.31%
← Back to UNIQUE WEALTH, LLC Holdings