McCarter Private Wealth Services’s Fidelity National Information Services FIS Stock Holding History

McCarter Private Wealth Services’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 Q1	–	Sell	-4,200	Closed	-$279K	–	173
2025 Q4	$279K	Hold	4,200	–	–	0.13%	134
2025 Q3	$277K	Hold	4,200	–	–	0.14%	111
2025 Q2	$342K	Hold	4,200	–	–	0.2%	89
2025 Q1	$314K	Hold	4,200	–	–	0.21%	80
2024 Q4	$339K	Hold	4,200	–	–	0.22%	77
2024 Q3	$352K	Buy	+4,200	New	+$332K	0.22%	76

Other funds holding FIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

McCarter Private Wealth Services's FIS Position: Q1 2026 in Review

McCarter Private Wealth Services sold out of Fidelity National Information Services (FIS) in Q1 2026, closing a stake of 4,200 shares — an estimated $279K sold.

McCarter Private Wealth Services first reported a position in FIS in Q3 2024 and held it in 6 quarters. The position peaked at $352K in Q3 2024. 937 funds tracked by Wall St. Rank hold FIS as of Q1 2026.

McCarter Private Wealth Services reported no remaining Fidelity National Information Services position as of Q1 2026 after selling out during the quarter.
McCarter Private Wealth Services sold 4,200 Fidelity National Information Services shares in Q1 2026, an estimated $279K.
McCarter Private Wealth Services first reported a position in Fidelity National Information Services in Q3 2024 and held it in 6 quarters.
McCarter Private Wealth Services's Fidelity National Information Services position peaked at $352K in Q3 2024.
937 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2026.

Based on McCarter Private Wealth Services's 13F filing for Q1 2026, filed 15 May 2026.