BWP
INFY icon

BSW Wealth Partners’s Infosys INFY Stock Holding History

BSW Wealth Partners’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
2026
Q2 		$201K Sell
19,162
-8,217
-30% -$103K 0.02% 321
2026
Q1 		$370K Sell
27,379
-8,253
-23% -$129K 0.05% 214
2025
Q4 		$635K Buy
35,632
+7,993
+29% +$138K 0.08% 154
2025
Q3 		$450K Buy
27,639
+2,503
+10% +$43.1K 0.06% 189
2025
Q2 		$466K Buy
25,136
+3,773
+18% +$67.4K 0.06% 173
2025
Q1 		$390K Buy
21,363
+374
+2% +$7.76K 0.06% 197
2024
Q4 		$460K Buy
20,989
+790
+4% +$17.7K 0.07% 173
2024
Q3 		$450K Buy
20,199
+2,313
+13% +$50.6K 0.07% 171
2024
Q2 		$333K Sell
17,886
-1,565
-8% -$27.2K 0.05% 189
2024
Q1 		$349K Buy
19,451
+5,306
+38% +$103K 0.06% 193
2023
Q4 		$260K Buy
14,145
+4,008
+40% +$69.8K 0.05% 222
2023
Q3 		$173K Sell
10,137
-4,840
-32% -$82.6K 0.04% 233
2023
Q2 		$241K Sell
14,977
-330
-2% -$5.16K 0.05% 222
2023
Q1 		$267K Buy
15,307
+1,790
+13% +$32.6K 0.05% 239
2022
Q4 		$243K Sell
13,517
-3,063
-18% -$57K 0.05% 251
2022
Q3 		$281K Buy
16,580
+5,856
+55% +$109K 0.07% 199
2022
Q2 		$199K Buy
+10,724
New +$213K 0.05% 261
2022
Q1 		– Sell
-15,485
Closed -$392K – 298
2021
Q4 		$392K Buy
15,485
+2,546
+20% +$59.2K 0.1% 154
2021
Q3 		$288K Buy
+12,939
New +$292K 0.08% 192

Other funds holding INFY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BSW Wealth Partners's INFY Position: Q2 2026 in Review

BSW Wealth Partners reduced its Infosys (INFY) stake by 30% in Q2 2026, selling an estimated $103K and leaving 19,162 shares worth $201K. The position accounts for 0.02% of the portfolio, ranked #321.

BSW Wealth Partners first reported a position in INFY in Q3 2021 and has held it in 19 quarters since. The position peaked at $635K in Q4 2025. 431 funds tracked by Wall St. Rank hold INFY as of Q2 2026.

  • BSW Wealth Partners held 19,162 shares of Infosys worth $201K as of Q2 2026.
  • BSW Wealth Partners sold 8,217 Infosys shares in Q2 2026, an estimated $103K.
  • Infosys made up 0.02% of BSW Wealth Partners's portfolio in Q2 2026, its #321 holding.
  • BSW Wealth Partners first reported a position in Infosys in Q3 2021 and has held it in 19 quarters since.
  • BSW Wealth Partners's Infosys position peaked at $635K in Q4 2025.
  • 431 funds tracked by Wall St. Rank held Infosys as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.