Whipplewood Advisors’s Fidelity National Information Services FIS Stock Holding History

Whipplewood Advisors’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
2026 Q2	–	Sell	-26	Closed	-$1.22K	–	807
2026 Q1	$1.22K	Buy	+26	New	+$1.4K	﹤0.01%	862
2025 Q3	–	Sell	-57	Closed	-$4.64K	–	619
2025 Q2	$4.64K	Buy	57 +17	+43%	+$1.32K	﹤0.01%	711
2025 Q1	$4.11K	Sell	40 -15	-27%	-$1.13K	﹤0.01%	736
2024 Q4	$4.44K	Buy	+55	New	+$4.74K	﹤0.01%	718

Other funds holding FIS

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

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

Whipplewood Advisors's FIS Position: Q2 2026 in Review

Whipplewood Advisors sold out of Fidelity National Information Services (FIS) in Q2 2026, closing a stake of 26 shares — an estimated $1.22K sold.

Whipplewood Advisors first reported a position in FIS in Q4 2024 and held it in 4 quarters. The position peaked at $4.64K in Q2 2025. 855 funds tracked by Wall St. Rank hold FIS as of Q2 2026.

Whipplewood Advisors reported no remaining Fidelity National Information Services position as of Q2 2026 after selling out during the quarter.
Whipplewood Advisors sold 26 Fidelity National Information Services shares in Q2 2026, an estimated $1.22K.
Whipplewood Advisors first reported a position in Fidelity National Information Services in Q4 2024 and held it in 4 quarters.
Whipplewood Advisors's Fidelity National Information Services position peaked at $4.64K in Q2 2025.
855 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.