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MOR Wealth Management’s Fidelity National Information Services FIS Stock Holding History

MOR Wealth Management’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
-5,319
Closed -$250K – 127
2026
Q1 		$250K Sell
5,319
-808
-13% -$43.5K 0.11% 86
2025
Q4 		$407K Buy
+6,127
New +$404K 0.19% 60

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 $3.37T AUM 44.26% 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

MOR Wealth Management's FIS Position: Q2 2026 in Review

MOR Wealth Management sold out of Fidelity National Information Services (FIS) in Q2 2026, closing a stake of 5,319 shares — an estimated $250K sold.

MOR Wealth Management first reported a position in FIS in Q4 2025 and held it in 2 quarters. The position peaked at $407K in Q4 2025. 852 funds tracked by Wall St. Rank hold FIS as of Q2 2026.

  • MOR Wealth Management reported no remaining Fidelity National Information Services position as of Q2 2026 after selling out during the quarter.
  • MOR Wealth Management sold 5,319 Fidelity National Information Services shares in Q2 2026, an estimated $250K.
  • MOR Wealth Management first reported a position in Fidelity National Information Services in Q4 2025 and held it in 2 quarters.
  • MOR Wealth Management's Fidelity National Information Services position peaked at $407K in Q4 2025.
  • 852 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2026.

Based on MOR Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.