Tortoise Investment Management’s Fidelity National Information Services FIS Stock Holding History

Tortoise Investment Management’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 Q4	–	Sell	-18	Closed	-$1.19K	–	664
2025 Q3	$1.19K	Buy	18 +2	+13%	+$146	﹤0.01%	1002
2025 Q2	$1.3K	Buy	+16	New	+$1.25K	﹤0.01%	896
2023 Q1	–	Sell	-15	Closed	-$1.02K	–	781
2022 Q4	$1.02K	Sell	15 -28	-65%	-$1.99K	﹤0.01%	723
2022 Q3	$3K	Buy	43 +28	+187%	+$2.61K	﹤0.01%	648
2022 Q2	$1K	Hold	15	–	–	﹤0.01%	711
2022 Q1	$2K	Hold	15	–	–	﹤0.01%	636
2021 Q4	$2K	Hold	15	–	–	﹤0.01%	612
2021 Q3	$2K	Hold	15	–	–	﹤0.01%	585
2021 Q2	$2K	Hold	15	–	–	﹤0.01%	568
2021 Q1	$2K	Hold	15	–	–	﹤0.01%	547
2020 Q4	$2K	Hold	15	–	–	﹤0.01%	509
2020 Q3	$2K	Hold	15	–	–	﹤0.01%	486
2020 Q2	$2K	Hold	15	–	–	﹤0.01%	464
2020 Q1	$2K	Hold	15	–	–	﹤0.01%	484
2019 Q4	$2K	Hold	15	–	–	﹤0.01%	531
2019 Q3	$2K	Hold	15	–	–	﹤0.01%	533
2019 Q2	$2K	Hold	15	–	–	﹤0.01%	562
2019 Q1	$2K	Hold	15	–	–	﹤0.01%	549
2018 Q4	$2K	Hold	15	–	–	﹤0.01%	497
2018 Q3	$2K	Hold	15	–	–	﹤0.01%	507
2018 Q2	$2K	Hold	15	–	–	﹤0.01%	520
2018 Q1	$1K	Hold	15	–	–	﹤0.01%	522
2017 Q4	$1K	Buy	+15	New	+$1.41K	﹤0.01%	542
2015 Q3	–	Sell	-50	Closed	-$3K	–	416
2015 Q2	$3K	Hold	50	–	–	﹤0.01%	386
2015 Q1	$3K	Hold	50	–	–	﹤0.01%	368
2014 Q4	$3K	Buy	+50	New	+$2.94K	﹤0.01%	390

Other funds holding FIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Tortoise Investment Management's FIS Position: Q4 2025 in Review

Tortoise Investment Management sold out of Fidelity National Information Services (FIS) in Q4 2025, closing a stake of 18 shares — an estimated $1.19K sold.

Tortoise Investment Management first reported a position in FIS in Q4 2014 and held it in 26 quarters. The position peaked at $3K in Q3 2022. 994 funds tracked by Wall St. Rank hold FIS as of Q4 2025.

Tortoise Investment Management reported no remaining Fidelity National Information Services position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 18 Fidelity National Information Services shares in Q4 2025, an estimated $1.19K.
Tortoise Investment Management first reported a position in Fidelity National Information Services in Q4 2014 and held it in 26 quarters.
Tortoise Investment Management's Fidelity National Information Services position peaked at $3K in Q3 2022.
994 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.