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NewEdge Wealth’s Fidelity National Information Services FIS Stock Holding History

NewEdge Wealth’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
Q1 		– Sell
-5,785
Closed -$384K – 1185
2025
Q4 		$384K Buy
+5,785
New +$381K ﹤0.01% 933
2025
Q3 		– Sell
-41,591
Closed -$2.91M – 1035
2025
Q2 		$2.91M Buy
41,591
+2,641
+7% +$205K 0.05% 303
2025
Q1 		$2.91M Buy
38,950
+2,043
+6% +$154K 0.05% 276
2024
Q4 		$2.98M Sell
36,907
-1,652
-4% -$142K 0.05% 274
2024
Q3 		$3.23M Buy
38,559
+1,505
+4% +$119K 0.06% 279
2024
Q2 		$2.79M Sell
37,054
-143
-0.4% -$10.6K 0.06% 261
2024
Q1 		$2.58M Buy
37,197
+6,828
+22% +$445K 0.06% 281
2023
Q4 		$1.82M Sell
30,369
-2,909
-9% -$160K 0.05% 312
2023
Q3 		$1.84M Buy
33,278
+100
+0.3% +$5.75K 0.06% 272
2023
Q2 		$1.81M Buy
33,178
+51
+0.2% +$2.81K 0.06% 268
2023
Q1 		$1.8M Sell
33,127
-3,220
-9% -$210K 0.07% 239
2022
Q4 		$2.47M Buy
36,347
+546
+2% +$38.8K 0.11% 179
2022
Q3 		$2.71M Buy
35,801
+10,042
+39% +$935K 0.13% 155
2022
Q2 		$2.36M Buy
25,759
+23,739
+1,175% +$2.36M 0.11% 169
2022
Q1 		$203K Buy
+2,020
New +$211K 0.01% 403
2021
Q2 		– Sell
-2,340
Closed -$329K – 288
2021
Q1 		$329K Sell
2,340
-10,380
-82% -$1.42M 0.03% 250
2020
Q4 		$1.8M Buy
+12,720
New +$1.82M 0.55% 53

Other funds holding FIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

NewEdge Wealth's FIS Position: Q1 2026 in Review

NewEdge Wealth sold out of Fidelity National Information Services (FIS) in Q1 2026, closing a stake of 5,785 shares — an estimated $384K sold.

NewEdge Wealth first reported a position in FIS in Q4 2020 and held it in 17 quarters. The position peaked at $3.23M in Q3 2024. 937 funds tracked by Wall St. Rank hold FIS as of Q1 2026.

  • NewEdge Wealth reported no remaining Fidelity National Information Services position as of Q1 2026 after selling out during the quarter.
  • NewEdge Wealth sold 5,785 Fidelity National Information Services shares in Q1 2026, an estimated $384K.
  • NewEdge Wealth first reported a position in Fidelity National Information Services in Q4 2020 and held it in 17 quarters.
  • NewEdge Wealth's Fidelity National Information Services position peaked at $3.23M in Q3 2024.
  • 937 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.