FISERV INC

Ticker: FISV CUSIP: 337738108 Class: COM

Robertson Stephens Wealth Management, LLC's Holding History (CIK: 0001767307)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 13,640 Value ($000) $916 Avg Close $83.87 Range $59.56 - $129.85
Q3 2025
Shares 19,206 Value ($000) $2,476 Avg Close $143.31 Range $127.41 - $175.92
Q2 2025
Shares 21,027 Value ($000) $3,625 Avg Close $181.35 Range $156.30 - $227.00
Q1 2025
Shares 20,987 Value ($000) $4,635 Avg Close $218.93 Range $199.52 - $238.59
Q4 2024
Shares 21,958 Value ($000) $4,511 Avg Close $204.14 Range $179.00 - $223.23
Q3 2024
Shares 22,070 Value ($000) $3,965 Avg Close $164.95 Range $146.46 - $179.95
Q2 2024
Shares 28,439 Value ($000) $4,239 Avg Close $151.37 Range $145.98 - $159.92
Q1 2024
Shares 28,464 Value ($000) $4,549 Avg Close $145.64 Range $131.41 - $159.99
Q4 2023
Shares 29,348 Value ($000) $3,899 Avg Close $122.71 Range $109.11 - $136.49
Q3 2023
Shares 31,808 Value ($000) $3,593 Avg Close $123.15 Range $112.40 - $130.74
Q2 2023
Shares 32,474 Value ($000) $4,097 Avg Close $117.72 Range $110.31 - $126.55
Q1 2023
Shares 45,327 Value ($000) $5,123 Avg Close $110.00 Range $98.81 - $119.48
Q4 2022
Shares 34,823 Value ($000) $3,520 Avg Close $99.59 Range $91.55 - $106.23
Q3 2022
Shares 35,630 Value ($000) $3,333 Avg Close $101.91 Range $88.77 - $110.94
Q2 2022
Shares 38,618 Value ($000) $3,435 Avg Close $96.99 Range $87.03 - $105.26
Q1 2022
Shares 38,797 Value ($000) $3,934 Avg Close $101.21 Range $89.91 - $110.99
Q4 2021
Shares 36,111 Value ($000) $3,747 Avg Close $103.40 Range $92.06 - $111.84