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MPWM Advisory Solutions’s Fidelity National Information Services FIS Stock Holding History

MPWM Advisory Solutions’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
Q2 		– Sell
-11
Closed -$821 – 613
2025
Q1 		$821 Hold
11
– – ﹤0.01% 558
2024
Q4 		$888 Buy
+11
New +$947 ﹤0.01% 557

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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
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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

MPWM Advisory Solutions's FIS Position: Q2 2025 in Review

MPWM Advisory Solutions sold out of Fidelity National Information Services (FIS) in Q2 2025, closing a stake of 11 shares — an estimated $821 sold.

MPWM Advisory Solutions first reported a position in FIS in Q4 2024 and held it in 2 quarters. The position peaked at $888 in Q4 2024. 1,038 funds tracked by Wall St. Rank hold FIS as of Q2 2025.

  • MPWM Advisory Solutions reported no remaining Fidelity National Information Services position as of Q2 2025 after selling out during the quarter.
  • MPWM Advisory Solutions sold 11 Fidelity National Information Services shares in Q2 2025, an estimated $821.
  • MPWM Advisory Solutions first reported a position in Fidelity National Information Services in Q4 2024 and held it in 2 quarters.
  • MPWM Advisory Solutions's Fidelity National Information Services position peaked at $888 in Q4 2024.
  • 1,038 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2025.

Based on MPWM Advisory Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.