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Morningstar Investment Services’s Fidelity National Information Services FIS Stock Holding History

Morningstar Investment 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
2025
Q1 		$1.11M Sell
14,932
-18,838
-56% -$1.42M 0.2% 94
2024
Q4 		$2.73M Sell
33,770
-275,437
-89% -$23.7M 0.25% 92
2024
Q3 		$25.7M Sell
309,207
-3,643
-1% -$288K 0.26% 94
2024
Q2 		$23.3M Sell
312,850
-5,774
-2% -$427K 0.25% 96
2024
Q1 		$23.4M Sell
318,624
-3,323,133
-91% -$216M 0.26% 94
2023
Q4 		$221M Buy
3,641,757
+1,776,752
+95% +$97.5M 1.25% 22
2023
Q3 		$104M Sell
1,865,005
-18,009
-1% -$1.04M 1.33% 18
2023
Q2 		$99.7M Sell
1,883,014
-12,839
-0.7% -$706K 1.28% 20
2023
Q1 		$98.7M Buy
1,895,853
+557,085
+42% +$36.3M 1.32% 18
2022
Q4 		$92.5M Buy
1,338,768
+276,042
+26% +$19.6M 1.26% 18
2022
Q3 		$88.3M Sell
1,062,726
-43,251
-4% -$4.03M 1.25% 20
2022
Q2 		$104M Sell
1,105,977
-130,025
-11% -$12.9M 1.4% 19
2022
Q1 		$125M Buy
1,236,002
+42,889
+4% +$4.49M 1.39% 22
2021
Q4 		$130M Buy
1,193,113
+864,212
+263% +$97.7M 1.45% 19
2021
Q3 		$40.5M Buy
328,901
+6,009
+2% +$806K 0.48% 51
2021
Q2 		$45.8M Buy
322,892
+10,361
+3% +$1.54M 0.55% 48
2021
Q1 		$44.5M Buy
312,531
+14,341
+5% +$1.96M 0.58% 48
2020
Q4 		$42.2M Buy
+298,190
New +$42.6M 0.59% 46

Other funds holding FIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morningstar Investment Services's FIS Position: Q1 2025 in Review

Morningstar Investment Services reduced its Fidelity National Information Services (FIS) stake by 56% in Q1 2025, selling an estimated $1.42M and leaving 14,932 shares worth $1.11M. The position accounts for 0.2% of the portfolio, ranked #94.

Morningstar Investment Services first reported a position in FIS in Q4 2020 and has held it in 18 quarters since. The position peaked at $221M in Q4 2023. 1,025 funds tracked by Wall St. Rank hold FIS as of Q1 2025.

  • Morningstar Investment Services held 14,932 shares of Fidelity National Information Services worth $1.11M as of Q1 2025.
  • Morningstar Investment Services sold 18,838 Fidelity National Information Services shares in Q1 2025, an estimated $1.42M.
  • Fidelity National Information Services made up 0.2% of Morningstar Investment Services's portfolio in Q1 2025, its #94 holding.
  • Morningstar Investment Services first reported a position in Fidelity National Information Services in Q4 2020 and has held it in 18 quarters since.
  • Morningstar Investment Services's Fidelity National Information Services position peaked at $221M in Q4 2023.
  • 1,025 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2025.

Based on Morningstar Investment Services's 13F filing for Q1 2025, filed 5 May 2025.