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 $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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. 1,036 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.
1,036 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.