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Beverly Hills Private Wealth’s Infosys INFY Stock Holding History

Beverly Hills Private Wealth’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
Q3 		– Sell
-17,727
Closed -$328K – 353
2025
Q2 		$328K Buy
17,727
+128
+0.7% +$2.29K 0.06% 247
2025
Q1 		$321K Sell
17,599
-7,493
-30% -$156K 0.06% 248
2024
Q4 		$550K Buy
25,092
+8,585
+52% +$192K 0.11% 161
2024
Q3 		$368K Buy
16,507
+5,085
+45% +$111K 0.07% 229
2024
Q2 		$213K Buy
+11,422
New +$199K 0.05% 327

Other funds holding INFY

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Beverly Hills Private Wealth's INFY Position: Q3 2025 in Review

Beverly Hills Private Wealth sold out of Infosys (INFY) in Q3 2025, closing a stake of 17,727 shares — an estimated $328K sold.

Beverly Hills Private Wealth first reported a position in INFY in Q2 2024 and held it in 5 quarters. The position peaked at $550K in Q4 2024. 452 funds tracked by Wall St. Rank hold INFY as of Q3 2025.

  • Beverly Hills Private Wealth reported no remaining Infosys position as of Q3 2025 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 17,727 Infosys shares in Q3 2025, an estimated $328K.
  • Beverly Hills Private Wealth first reported a position in Infosys in Q2 2024 and held it in 5 quarters.
  • Beverly Hills Private Wealth's Infosys position peaked at $550K in Q4 2024.
  • 452 funds tracked by Wall St. Rank held Infosys as of Q3 2025.

Based on Beverly Hills Private Wealth's 13F filing for Q3 2025, filed 10 Nov 2025.