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Holos Integrated Wealth LLC → FIS
Holos Integrated Wealth LLC FIS Position History
Fidelity National Information Services, Inc. • Services
Quarters held
23
Latest value
$12.2M
Q3 2026
Peak value
$12.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $58K |
| Q3 2025 | $5.5M |
| Q3 2025 | $80K |
| Q3 2025 | $7M |
| Q4 2025 | $63K |
| Q4 2025 | $5.5M |
| Q4 2025 | $116K |
| Q4 2025 | $9.6M |
| Q1 2026 | $60K |
| Q1 2026 | $51K |
| Q1 2026 | $6.1M |
| Q1 2026 | $126K |
| Q1 2026 | $10.2M |
| Q2 2026 | $68K |
| Q2 2026 | $65K |
| Q2 2026 | $6.7M |
| Q2 2026 | $137K |
| Q2 2026 | $11.5M |
| Q3 2026 | $71K |
| Q3 2026 | $69K |
| Q3 2026 | $6.5M |
| Q3 2026 | $139K |
| Q3 2026 | $12.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12.2M | 279.3K | — | — |
| Q3 2026 | $139K | 3.4K | — | — |
| Q3 2026 | $6.5M | 147.4K | — | — |
| Q3 2026 | $69K | 240 | — | — |
| Q3 2026 | $71K | 848 | — | — |
| Q2 2026 | $11.5M | 254.9K | — | — |
| Q2 2026 | $137K | 3.4K | — | — |
| Q2 2026 | $6.7M | 141.9K | — | — |
| Q2 2026 | $65K | 240 | — | — |
| Q2 2026 | $68K | 848 | — | — |
| Q1 2026 | $10.2M | 223.5K | — | — |
| Q1 2026 | $126K | 3.5K | — | — |
| Q1 2026 | $6.1M | 157.2K | — | — |
| Q1 2026 | $51K | 240 | — | — |
| Q1 2026 | $60K | 848 | — | — |
| Q4 2025 | $9.6M | 208.2K | — | — |
| Q4 2025 | $116K | 3.2K | — | — |
| Q4 2025 | $5.5M | 143.6K | — | — |
| Q4 2025 | $63K | 848 | — | — |
| Q3 2025 | $7M | 150.7K | — | — |
| Q3 2025 | $80K | 2.3K | — | — |
| Q3 2025 | $5.5M | 154.0K | — | — |
| Q3 2025 | $58K | 848 | — | — |
Other funds holding FIS
$4.9B
$4.5B
$3.8B
$3.8B
$3.4B
$3.3B
$3.1B
$3.1B