John Armitage - Egerton Capital (UK) LLP
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    24
Portfolio value:    $9,010,197,462
Holdings Activity Buys Sells    History
Holding/activity history for  Fiserv Inc. (FISV)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q2 0 0.00 Sell 100.00% 6.07 SEC
2025   Q1 2,381,496 6.07 Add 2.45% 0.15 $220.83 $525,905,762 SEC
2024   Q4 2,324,599 5.52 Reduce 9.85% 0.46 $205.42 $477,519,127 SEC
2024   Q3 2,578,485 4.67 Reduce 5.78% 0.24 $179.65 $463,224,830 SEC
2024   Q2 2,736,740 4.12 Reduce 19.32% 1.01 $149.04 $407,883,730 SEC
2024   Q1 3,392,276 5.24 Reduce 1.62% 0.08 $159.82 $542,153,550 SEC
2023   Q4 3,448,283 4.96 Reduce 2.57% 0.12 $132.84 $458,069,914 SEC
2023   Q3 3,539,368 4.64 Add 4.69% 0.21 $112.96 $399,807,009 SEC
2023   Q2 3,380,844 4.40 Reduce 3.38% 0.17 $126.15 $426,493,471 SEC
2023   Q1 3,499,199 5.00 Buy 5.00 $113.03 $395,514,463 SEC
2020   Q4 0 0.00 Sell 100.00% 1.48 SEC
2020   Q3 2,190,709 1.48 Reduce 42.38% 1.24 $103.05 $225,753,000 SEC
2020   Q2 3,801,668 2.93 Reduce 41.48% 2.85 $97.62 $371,119,000 SEC
2020   Q1 6,495,846 6.88 Reduce 15.79% 1.06 $94.99 $617,040,000 SEC
2019   Q4 7,714,083 6.72 Add 45.70% 2.11 $115.63 $891,979,000 SEC
2019   Q3 5,294,625 4.16 Add 33.49% 1.04 $103.59 $548,470,000 SEC
2019   Q2 3,966,162 2.84 Reduce 38.37% 1.62 $91.16 $361,555,000 SEC
2019   Q1 6,435,439 4.22 Buy 4.22 $88.28 $568,121,000 SEC
2015   Q4 0 0.00 Sell 100.00% 0.56 SEC
2015   Q3 544,995 0.56 Reduce 69.67% 1.41 $86.61 $47,202,000 SEC
2015   Q2 1,796,705 2.03 Reduce 29.03% 0.87 $82.83 $148,821,000 SEC
2015   Q1 2,531,800 2.98 Reduce 2.82% 0.07 $79.40 $201,025,000 SEC
2014   Q4 2,605,243 2.65 Reduce 2.45% 0.06 $70.97 $184,894,000 SEC
2014   Q3 2,670,657 2.47 Reduce 1.18% 0.03 $64.64 $172,631,000 SEC
2014   Q2 2,702,577 2.76 Reduce 17.47% 0.50 $60.32 $163,019,000 SEC
2014   Q1 3,274,584 2.88 Reduce 13.77% 0.47 $56.69 $185,636,000 SEC
2013   Q4 3,797,498 3.38 Add 70.21% 1.39 $59.05 $224,242,000 SEC
2013   Q3 2,231,130 4.12 $101.05 $225,456,000 SEC