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Elevation Wealth Partners’s Fidelity National Information Services FIS Stock Holding History

Elevation Wealth Partners’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
2026
Q2 		– Sell
-743
Closed -$34.9K – 1323
2026
Q1 		$34.9K Buy
743
+541
+268% +$29.1K 0.01% 289
2025
Q4 		$13.4K Buy
202
+80
+66% +$5.28K ﹤0.01% 442
2025
Q3 		$8.04K Buy
122
+11
+10% +$802 ﹤0.01% 413
2025
Q2 		$9.04K Hold
111
– – ﹤0.01% 372
2025
Q1 		$8.29K Hold
111
– – ﹤0.01% 377
2024
Q4 		$8.97K Hold
111
– – ﹤0.01% 378
2024
Q3 		$9.3K Sell
111
-49
-31% -$3.87K ﹤0.01% 359
2024
Q2 		$12.1K Buy
160
+49
+44% +$3.63K 0.01% 332
2024
Q1 		$8.23K Buy
+111
New +$7.23K ﹤0.01% 369

Other funds holding FIS

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Elevation Wealth Partners's FIS Position: Q2 2026 in Review

Elevation Wealth Partners sold out of Fidelity National Information Services (FIS) in Q2 2026, closing a stake of 743 shares — an estimated $34.9K sold.

Elevation Wealth Partners first reported a position in FIS in Q1 2024 and held it in 9 quarters. The position peaked at $34.9K in Q1 2026. 863 funds tracked by Wall St. Rank hold FIS as of Q2 2026.

  • Elevation Wealth Partners reported no remaining Fidelity National Information Services position as of Q2 2026 after selling out during the quarter.
  • Elevation Wealth Partners sold 743 Fidelity National Information Services shares in Q2 2026, an estimated $34.9K.
  • Elevation Wealth Partners first reported a position in Fidelity National Information Services in Q1 2024 and held it in 9 quarters.
  • Elevation Wealth Partners's Fidelity National Information Services position peaked at $34.9K in Q1 2026.
  • 863 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.