United Asset Strategies’s Fidelity National Information Services FIS Stock Holding History

United Asset 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	-12,626	Closed	-$943K	–	242
2025 Q1	$943K	Buy	12,626 +97	+0.8%	+$7.29K	0.09%	146
2024 Q4	$1.01M	Sell	12,529 -41	-0.3%	-$3.53K	0.09%	134
2024 Q3	$1.05M	Sell	12,570 -522	-4%	-$41.2K	0.1%	138
2024 Q2	$987K	Sell	13,092 -824	-6%	-$61K	0.1%	139
2024 Q1	$1.03M	Buy	13,916 +850	+7%	+$55.3K	0.1%	143
2023 Q4	$785K	Buy	13,066 +3,159	+32%	+$173K	0.09%	159
2023 Q3	$548K	Buy	+9,907	New	+$570K	0.07%	175

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

United Asset Strategies's FIS Position: Q2 2025 in Review

United Asset Strategies sold out of Fidelity National Information Services (FIS) in Q2 2025, closing a stake of 12,626 shares — an estimated $943K sold.

United Asset Strategies first reported a position in FIS in Q3 2023 and held it in 7 quarters. The position peaked at $1.05M in Q3 2024. 1,038 funds tracked by Wall St. Rank hold FIS as of Q2 2025.

United Asset Strategies reported no remaining Fidelity National Information Services position as of Q2 2025 after selling out during the quarter.
United Asset Strategies sold 12,626 Fidelity National Information Services shares in Q2 2025, an estimated $943K.
United Asset Strategies first reported a position in Fidelity National Information Services in Q3 2023 and held it in 7 quarters.
United Asset Strategies's Fidelity National Information Services position peaked at $1.05M in Q3 2024.
1,038 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2025.

Based on United Asset Strategies's 13F filing for Q2 2025, filed 8 Aug 2025.