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Measured Wealth Private Client Group’s Fidelity National Information Services FIS Stock Holding History

Measured Wealth Private Client Group’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
Q4 		– Sell
-231
Closed -$15.2K – 745
2025
Q3 		$15.2K Buy
+231
New +$16.8K ﹤0.01% 516
2020
Q2 		– Sell
-23,916
Closed -$2.91M – 130
2020
Q1 		$2.91M Buy
+23,916
New +$3.32M 2.26% 9

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Measured Wealth Private Client Group's FIS Position: Q4 2025 in Review

Measured Wealth Private Client Group sold out of Fidelity National Information Services (FIS) in Q4 2025, closing a stake of 231 shares — an estimated $15.2K sold.

Measured Wealth Private Client Group first reported a position in FIS in Q1 2020 and held it in 2 quarters. The position peaked at $2.91M in Q1 2020. 994 funds tracked by Wall St. Rank hold FIS as of Q4 2025.

  • Measured Wealth Private Client Group reported no remaining Fidelity National Information Services position as of Q4 2025 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 231 Fidelity National Information Services shares in Q4 2025, an estimated $15.2K.
  • Measured Wealth Private Client Group first reported a position in Fidelity National Information Services in Q1 2020 and held it in 2 quarters.
  • Measured Wealth Private Client Group's Fidelity National Information Services position peaked at $2.91M in Q1 2020.
  • 994 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q4 2025.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2025, filed 10 Feb 2026.