John Armitage - Egerton Capital (UK)
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)
← All FISV superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q2 0 0.00 Sell 100.00% 6.07 $128.22–177.36 · VW $147.92i SEC
2025   Q1 2,381,496 6.07 Add 2.45% 0.15 $156.30–238.59 · VW $185.89i $525,905,762 SEC
2024   Q4 2,324,599 5.52 Reduce 9.85% 0.46 $199.52–238.00 · VW $224.40i $477,519,127 SEC
2024   Q3 2,578,485 4.67 Reduce 5.78% 0.24 $167.66–223.23 · VW $203.95i $463,224,830 SEC
2024   Q2 2,736,740 4.12 Reduce 19.32% 1.01 $146.25–174.81 · VW $165.22i $407,883,730 SEC
2024   Q1 3,392,276 5.24 Reduce 1.62% 0.08 $145.98–159.99 · VW $151.91i $542,153,550 SEC
2023   Q4 3,448,283 4.96 Reduce 2.57% 0.12 $129.60–151.97 · VW $143.61i $458,069,914 SEC
2023   Q3 3,539,368 4.64 Add 4.69% 0.21 $109.12–130.70 · VW $123.48i $399,807,009 SEC
2023   Q2 3,380,844 4.40 Reduce 3.38% 0.17 $111.60–130.74 · VW $121.24i $426,493,471 SEC
2023   Q1 3,499,199 5.00 Buy 5.00 $103.99–122.39 · VW $112.86i $395,514,463 SEC
2020   Q4 0 0.00 Sell 100.00% 1.48 $100.36–121.83 · VW $112.52i SEC
2020   Q3 2,190,709 1.48 Reduce 42.38% 1.24 $92.15–117.53 · VW $108.29i $225,753,000 SEC
2020   Q2 3,801,668 2.93 Reduce 41.48% 2.85 $93.62–109.84 · VW $101.01i $371,119,000 SEC
2020   Q1 6,495,846 6.88 Reduce 15.79% 1.06 $73.50–114.95 · VW $98.41i $617,040,000 SEC
2019   Q4 7,714,083 6.72 Add 45.70% 2.11 $104.58–125.05 · VW $113.00i $891,979,000 SEC
2019   Q3 5,294,625 4.16 Add 33.49% 1.04 $99.75–117.04 · VW $111.01i $548,470,000 SEC
2019   Q2 3,966,162 2.84 Reduce 38.37% 1.62 $82.24–108.57 · VW $99.25i $361,555,000 SEC
2019   Q1 6,435,439 4.22 Buy 4.22 $81.62–91.19 · VW $86.22i $568,121,000 SEC
2015   Q4 0 0.00 Sell 100.00% 0.56 $42.81–49.85 · VW $46.83i SEC
2015   Q3 1,089,990 0.56 Reduce 69.67% 1.41 $41.20–48.76 · VW $46.03i $47,202,000 SEC
2015   Q2 3,593,410 2.03 Reduce 29.03% 0.87 $38.98–45.27 · VW $42.29i $148,821,000 SEC
2015   Q1 5,063,600 2.98 Reduce 2.82% 0.07 $38.17–40.83 · VW $39.69i $201,025,000 SEC
2014   Q4 5,210,486 2.65 Reduce 2.45% 0.06 $34.03–39.78 · VW $37.61i $184,894,000 SEC
2014   Q3 5,341,314 2.47 Reduce 1.18% 0.03 $30.27–35.96 · VW $33.99i $172,631,000 SEC
2014   Q2 5,405,154 2.76 Reduce 17.47% 0.50 $29.59–32.40 · VW $31.41i $163,019,000 SEC
2014   Q1 6,549,168 2.88 Reduce 13.77% 0.47 $27.45–31.14 · VW $29.55i $185,636,000 SEC
2013   Q4 7,594,996 3.38 Reduce 14.90% 0.61 $26.84–29.64 · VW $28.50i $224,242,000 SEC
2013   Q3 8,924,520 4.12 $25.26 $225,456,000 SEC
Price snapshot:
Current price$51.18
52-week low$47.04
52-week high$168.93