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ORG Wealth Partners’s Fidelity National Information Services FIS Stock Holding History

ORG Wealth Partners’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
Q3 		– Sell
-1,450
Closed -$119K – 649
2025
Q2 		$119K Sell
1,450
-1,582
-52% -$123K 0.03% 220
2025
Q1 		$226K Buy
3,032
+1,772
+141% +$133K 0.07% 177
2024
Q4 		$102K Sell
1,260
-1,092
-46% -$94K 0.03% 171
2024
Q3 		$197K Buy
+2,352
New +$186K 0.07% 125

Other funds holding FIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ORG Wealth Partners's FIS Position: Q3 2025 in Review

ORG Wealth Partners sold out of Fidelity National Information Services (FIS) in Q3 2025, closing a stake of 1,450 shares — an estimated $119K sold.

ORG Wealth Partners first reported a position in FIS in Q3 2024 and held it in 4 quarters. The position peaked at $226K in Q1 2025. 987 funds tracked by Wall St. Rank hold FIS as of Q3 2025.

  • ORG Wealth Partners reported no remaining Fidelity National Information Services position as of Q3 2025 after selling out during the quarter.
  • ORG Wealth Partners sold 1,450 Fidelity National Information Services shares in Q3 2025, an estimated $119K.
  • ORG Wealth Partners first reported a position in Fidelity National Information Services in Q3 2024 and held it in 4 quarters.
  • ORG Wealth Partners's Fidelity National Information Services position peaked at $226K in Q1 2025.
  • 987 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q3 2025.

Based on ORG Wealth Partners's 13F filing for Q3 2025, filed 24 Oct 2025.