AWA
FIS icon

Aaron Wealth Advisors’s Fidelity National Information Services FIS Stock Holding History

Aaron Wealth Advisors’s Portfolio FIS Stock Details FIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,529
Closed -$206K – 644
2025
Q2 		$206K Buy
+2,529
New +$197K 0.02% 471
2025
Q1 		– Sell
-3,291
Closed -$266K – 467
2024
Q4 		$266K Buy
3,291
+625
+23% +$53.8K 0.03% 351
2024
Q3 		$223K Buy
+2,666
New +$210K 0.03% 387
2022
Q2 		– Sell
-40,971
Closed -$408K – 426
2022
Q1 		$408K Buy
+40,971
New +$4.29M 0.01% 571

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return