Avantax Advisory Services’s Infosys INFY Stock Holding History

Avantax Advisory Services’s Portfolio INFY Stock Details INFY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$653K	Buy	35,266 +3,157	+10%	+$56.4K	﹤0.01%	1422
2025 Q1	$586K	Sell	32,109 -2,251	-7%	-$46.7K	﹤0.01%	1407
2024 Q4	$753K	Sell	34,360 -1,533	-4%	-$34.3K	﹤0.01%	1193
2024 Q3	$799K	Sell	35,893 -54,650	-60%	-$1.19M	0.01%	1141
2024 Q2	$1.69M	Sell	90,543 -403	-0.4%	-$7.01K	0.01%	730
2024 Q1	$1.63M	Buy	90,946 +8,827	+11%	+$172K	0.01%	596
2023 Q4	$1.51M	Buy	82,119 +4,344	+6%	+$75.6K	0.02%	593
2023 Q3	$1.33M	Buy	77,775 +892	+1%	+$15.2K	0.01%	586
2023 Q2	$1.24M	Buy	76,883 +63,793	+487%	+$997K	0.01%	612
2023 Q1	$228K	Sell	13,090 -9,342	-42%	-$170K	﹤0.01%	1296
2022 Q4	$404K	Buy	22,432 +3,506	+19%	+$65.2K	0.01%	962
2022 Q3	$321K	Buy	18,926 +937	+5%	+$17.5K	﹤0.01%	969
2022 Q2	$333K	Buy	17,989 +1,109	+7%	+$22.1K	0.01%	965
2022 Q1	$418K	Buy	16,880 +6,555	+63%	+$155K	0.01%	855
2021 Q4	$261K	Buy	10,325 +2	+0%	+$46	﹤0.01%	1044
2021 Q3	$230K	Sell	10,323 -74	-0.7%	-$1.67K	﹤0.01%	1045
2021 Q2	$218K	Buy	+10,397	New	+$199K	﹤0.01%	1042
2019 Q4	–	Sell	-11,827	Closed	-$134K	–	835
2019 Q3	$134K	Sell	11,827 -2,263	-16%	-$25.5K	0.01%	551
2019 Q2	$151K	Sell	14,090 -18,073	-56%	-$191K	0.01%	495
2019 Q1	$352K	Buy	+32,163	New	+$340K	0.02%	324

Other funds holding INFY

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Avantax Advisory Services's INFY Position: Q2 2025 in Review

Avantax Advisory Services increased its Infosys (INFY) stake by 9.8% in Q2 2025, buying an estimated $56.4K and bringing the position to 35,266 shares worth $653K. The position accounts for ﹤0.01% of the portfolio, ranked #1422.

Avantax Advisory Services first reported a position in INFY in Q1 2019 and has held it in 20 quarters since. The position peaked at $1.69M in Q2 2024. 467 funds tracked by Wall St. Rank hold INFY as of Q2 2025.

Avantax Advisory Services held 35,266 shares of Infosys worth $653K as of Q2 2025.
Avantax Advisory Services bought 3,157 Infosys shares in Q2 2025, an estimated $56.4K.
Infosys made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1422 holding.
Avantax Advisory Services first reported a position in Infosys in Q1 2019 and has held it in 20 quarters since.
Avantax Advisory Services's Infosys position peaked at $1.69M in Q2 2024.
467 funds tracked by Wall St. Rank held Infosys as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.