Unique Wealth Strategies’s Fidelity National Information Services FIS Stock Holding History

Unique Wealth Strategies’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	-8,247	Closed	-$616K	–	213
2025 Q1	$616K	Buy	8,247 +647	+9%	+$48.6K	0.28%	86
2024 Q4	$614K	Buy	7,600 +475	+7%	+$40.9K	0.27%	89
2024 Q3	$597K	Buy	7,125 +5,803	+439%	+$458K	0.25%	99
2024 Q2	$98.1K	Buy	+1,322	New	+$97.9K	0.05%	209
2024 Q1	–	Sell	-20,358	Closed	-$1.22M	–	195
2023 Q4	$1.22M	Buy	+20,358	New	+$1.12M	0.82%	30

Other funds holding FIS

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Unique Wealth Strategies's FIS Position: Q2 2025 in Review

Unique Wealth Strategies sold out of Fidelity National Information Services (FIS) in Q2 2025, closing a stake of 8,247 shares — an estimated $616K sold.

Unique Wealth Strategies first reported a position in FIS in Q4 2023 and held it in 5 quarters. The position peaked at $1.22M in Q4 2023. 1,038 funds tracked by Wall St. Rank hold FIS as of Q2 2025.

Unique Wealth Strategies reported no remaining Fidelity National Information Services position as of Q2 2025 after selling out during the quarter.
Unique Wealth Strategies sold 8,247 Fidelity National Information Services shares in Q2 2025, an estimated $616K.
Unique Wealth Strategies first reported a position in Fidelity National Information Services in Q4 2023 and held it in 5 quarters.
Unique Wealth Strategies's Fidelity National Information Services position peaked at $1.22M in Q4 2023.
1,038 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2025.

Based on Unique Wealth Strategies's 13F filing for Q2 2025, filed 14 Jul 2026.