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Insight Wealth Strategies’s Fidelity National Information Services FIS Stock Holding History

Insight Wealth Strategies’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
-29,826
Closed -$2.46M – 177
2025
Q2 		$2.46M Buy
29,826
+59
+0.2% +$4.59K 0.31% 85
2025
Q1 		$2.22M Buy
29,767
+621
+2% +$46.7K 0.3% 89
2024
Q4 		$2.35M Sell
29,146
-2,055
-7% -$177K 0.32% 83
2024
Q3 		$2.61M Buy
31,201
+399
+1% +$31.5K 0.34% 75
2024
Q2 		$2.32M Buy
30,802
+637
+2% +$47.2K 0.33% 73
2024
Q1 		$2.24M Buy
30,165
+1,322
+5% +$86.1K 0.33% 68
2023
Q4 		$1.73M Buy
28,843
+5,203
+22% +$285K 0.28% 88
2023
Q3 		$1.31M Buy
23,640
+3,411
+17% +$196K 0.25% 86
2023
Q2 		$1.11M Buy
20,229
+525
+3% +$28.9K 0.21% 88
2023
Q1 		$1.07M Buy
19,704
+3,047
+18% +$198K 0.21% 87
2022
Q4 		$1.13M Buy
16,657
+671
+4% +$47.7K 0.22% 81
2022
Q3 		$1.47M Hold
15,986
– – 0.27% 58
2022
Q2 		$1.47M Buy
15,986
+1,755
+12% +$174K 0.27% 58
2022
Q1 		$1.43M Buy
14,231
+2,290
+19% +$240K 0.21% 80
2021
Q4 		$1.3M Buy
11,941
+3,346
+39% +$378K 0.19% 85
2021
Q3 		$1.05M Buy
8,595
+657
+8% +$88.1K 0.15% 93
2021
Q2 		$1.13M Buy
7,938
+45
+0.6% +$6.68K 0.16% 82
2021
Q1 		$1.11M Buy
7,893
+4,490
+132% +$613K 0.15% 95
2020
Q4 		$481K Buy
3,403
+409
+14% +$58.4K 0.08% 116
2020
Q3 		$441K Buy
2,994
+283
+10% +$40.9K 0.08% 115
2020
Q2 		$363K Sell
2,711
-483
-15% -$63.4K 0.08% 111
2020
Q1 		$389K Sell
3,194
-5,948
-65% -$826K 0.1% 94
2019
Q4 		$1.27M Buy
9,142
+1,154
+14% +$155K 0.27% 67
2019
Q3 		$1.06M Buy
+7,988
New +$1.06M 0.25% 65

Other funds holding FIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Insight Wealth Strategies's FIS Position: Q3 2025 in Review

Insight Wealth Strategies sold out of Fidelity National Information Services (FIS) in Q3 2025, closing a stake of 29,826 shares — an estimated $2.46M sold.

Insight Wealth Strategies first reported a position in FIS in Q3 2019 and held it in 24 quarters. The position peaked at $2.61M in Q3 2024. 988 funds tracked by Wall St. Rank hold FIS as of Q3 2025.

  • Insight Wealth Strategies reported no remaining Fidelity National Information Services position as of Q3 2025 after selling out during the quarter.
  • Insight Wealth Strategies sold 29,826 Fidelity National Information Services shares in Q3 2025, an estimated $2.46M.
  • Insight Wealth Strategies first reported a position in Fidelity National Information Services in Q3 2019 and held it in 24 quarters.
  • Insight Wealth Strategies's Fidelity National Information Services position peaked at $2.61M in Q3 2024.
  • 988 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q3 2025.

Based on Insight Wealth Strategies's 13F filing for Q3 2025, filed 6 Oct 2025.