Mount Yale Investment Advisors’s Fidelity National Information Services FIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-10,802
| Closed | -$712K | – | 751 |
|
|
2025
Q3 | $712K | Sell |
10,802
-1,086
| -9% | -$79.2K | 0.05% | 347 |
|
|
2025
Q2 | $968K | Buy |
11,888
+2,308
| +24% | +$180K | 0.08% | 210 |
|
|
2025
Q1 | $715K | Sell |
9,580
-1,249
| -12% | -$93.9K | 0.06% | 254 |
|
|
2024
Q4 | $875K | Buy |
10,829
+247
| +2% | +$21.3K | 0.07% | 228 |
|
|
2024
Q3 | $886K | Buy |
10,582
+631
| +6% | +$49.8K | 0.09% | 218 |
|
|
2024
Q2 | $750K | Buy |
9,951
+4,061
| +69% | +$301K | 0.06% | 261 |
|
|
2024
Q1 | $437K | Buy |
+5,890
| New | +$383K | 0.03% | 381 |
|
|
2023
Q4 | – | Sell |
-105,729
| Closed | -$5.84M | – | 514 |
|
|
2023
Q3 | $5.84M | Buy |
105,729
+2,314
| +2% | +$133K | 0.64% | 28 |
|
|
2023
Q2 | $5.66M | Buy |
103,415
+1,342
| +1% | +$73.8K | 0.6% | 34 |
|
|
2023
Q1 | $5.55M | Buy |
102,073
+98,929
| +3,147% | +$6.44M | 0.62% | 33 |
|
|
2022
Q4 | $213K | Sell |
3,144
-17,419
| -85% | -$1.24M | 0.02% | 425 |
|
|
2022
Q3 | $1.55M | Sell |
20,563
-330
| -2% | -$30.7K | 0.21% | 111 |
|
|
2022
Q2 | $1.92M | Buy |
20,893
+4,914
| +31% | +$488K | 0.24% | 96 |
|
|
2022
Q1 | $1.6M | Buy |
15,979
+11,539
| +260% | +$1.21M | 0.17% | 131 |
|
|
2021
Q4 | $485K | Buy |
4,440
+862
| +24% | +$97.4K | 0.05% | 298 |
|
|
2021
Q3 | $435K | Buy |
3,578
+1,125
| +46% | +$151K | 0.05% | 308 |
|
|
2021
Q2 | $348K | Buy |
2,453
+349
| +17% | +$51.8K | 0.04% | 298 |
|
|
2021
Q1 | $296K | Buy |
+2,104
| New | +$287K | 0.04% | 315 |
|
|
2020
Q4 | – | Sell |
-5,875
| Closed | -$865K | – | 405 |
|
|
2020
Q3 | $865K | Buy |
5,875
+350
| +6% | +$50.6K | 0.12% | 166 |
|
|
2020
Q2 | $741K | Buy |
5,525
+528
| +11% | +$69.3K | 0.13% | 164 |
|
|
2020
Q1 | $608K | Buy |
4,997
+656
| +15% | +$91.1K | 0.14% | 144 |
|
|
2019
Q4 | $624K | Buy |
4,341
+26
| +0.6% | +$3.49K | 0.11% | 159 |
|
|
2019
Q3 | $572K | Buy |
4,315
+954
| +28% | +$127K | 0.1% | 171 |
|
|
2019
Q2 | $452K | Buy |
3,361
+511
| +18% | +$60K | 0.08% | 202 |
|
|
2019
Q1 | $322K | Buy |
2,850
+187
| +7% | +$19.9K | 0.06% | 243 |
|
|
2018
Q4 | $291K | Sell |
2,663
-54
| -2% | -$5.63K | 0.06% | 260 |
|
|
2018
Q3 | $292K | Sell |
2,717
-46
| -2% | -$4.96K | 0.05% | 261 |
|
|
2018
Q2 | $293K | Buy |
2,763
+51
| +2% | +$5.19K | 0.06% | 253 |
|
|
2018
Q1 | $261K | Buy |
+2,712
| New | +$266K | 0.06% | 259 |
|
Other funds holding FIS
Mount Yale Investment Advisors's FIS Position: Q4 2025 in Review
Mount Yale Investment Advisors sold out of Fidelity National Information Services (FIS) in Q4 2025, closing a stake of 10,802 shares — an estimated $712K sold.
Mount Yale Investment Advisors first reported a position in FIS in Q1 2018 and held it in 29 quarters. The position peaked at $5.84M in Q3 2023. 993 funds tracked by Wall St. Rank hold FIS as of Q4 2025.
- Mount Yale Investment Advisors reported no remaining Fidelity National Information Services position as of Q4 2025 after selling out during the quarter.
- Mount Yale Investment Advisors sold 10,802 Fidelity National Information Services shares in Q4 2025, an estimated $712K.
- Mount Yale Investment Advisors first reported a position in Fidelity National Information Services in Q1 2018 and held it in 29 quarters.
- Mount Yale Investment Advisors's Fidelity National Information Services position peaked at $5.84M in Q3 2023.
- 993 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q4 2025.
Based on Mount Yale Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.