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Carolina Wealth Advisors’s Infosys INFY Stock Holding History

Carolina Wealth Advisors’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 		$1.82M Sell
173,265
-2,330
-1% -$29.2K 0.71% 54
2026
Q1 		$2.37M Sell
175,595
-157,131
-47% -$2.46M 0.99% 34
2025
Q4 		$5.93M Sell
332,726
-5,887
-2% -$102K 2.64% 13
2025
Q3 		$5.51M Buy
338,613
+113,614
+50% +$1.96M 2.38% 19
2025
Q2 		$4.17M Buy
224,999
+5,710
+3% +$102K 2.06% 19
2025
Q1 		$4M Sell
219,289
-3,410
-2% -$70.8K 2.16% 16
2024
Q4 		$4.88M Sell
222,699
-3,724
-2% -$83.3K 2.63% 16
2024
Q3 		$5.04M Sell
226,423
-10,719
-5% -$234K 2.57% 17
2024
Q2 		$4.42M Buy
237,142
+20,144
+9% +$351K 2.17% 20
2024
Q1 		$3.89M Sell
216,998
-12,867
-6% -$250K 2.11% 19
2023
Q4 		$4.22M Sell
229,865
-335
-0.1% -$5.83K 2.19% 19
2023
Q3 		$3.94M Buy
230,200
+9,025
+4% +$154K 2.22% 19
2023
Q2 		$3.55M Buy
221,175
+2,219
+1% +$34.7K 2.14% 21
2023
Q1 		$3.82M Buy
218,956
+2,647
+1% +$48.2K 2.24% 16
2022
Q4 		$3.9M Sell
216,309
-3,797
-2% -$70.7K 2.45% 18
2022
Q3 		$3.73M Buy
220,106
+2,644
+1% +$49.4K 2.93% 15
2022
Q2 		$4.03M Sell
217,462
-33,295
-13% -$662K 2.66% 16
2022
Q1 		$6.24M Sell
250,757
-88,673
-26% -$2.1M 3.94% 6
2021
Q4 		$8.59M Buy
339,430
+4,369
+1% +$102K 4.85% 3
2021
Q3 		$7.46M Buy
335,061
+8,838
+3% +$200K 4.94% 2
2021
Q2 		$6.91M Buy
326,223
+12,875
+4% +$246K 4.66% 3
2021
Q1 		$5.87M Buy
313,348
+14,130
+5% +$256K 4.28% 3
2020
Q4 		$5.07M Sell
299,218
-30,115
-9% -$461K 4.07% 4
2020
Q3 		$4.55M Sell
329,333
-1,758
-0.5% -$22K 3.99% 6
2020
Q2 		$3.2M Buy
331,091
+2,288
+0.7% +$20.4K 3.09% 11
2020
Q1 		$2.7M Buy
328,803
+21,403
+7% +$215K 3.12% 12
2019
Q4 		$3.17M Buy
+307,400
New +$3.09M 3% 12

Other funds holding INFY

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Carolina Wealth Advisors's INFY Position: Q2 2026 in Review

Carolina Wealth Advisors reduced its Infosys (INFY) stake by 1.3% in Q2 2026, selling an estimated $29.2K and leaving 173,265 shares worth $1.82M. The position accounts for 0.71% of the portfolio, ranked #54.

Carolina Wealth Advisors first reported a position in INFY in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.59M in Q4 2021. 44 funds tracked by Wall St. Rank hold INFY as of Q2 2026.

  • Carolina Wealth Advisors held 173,265 shares of Infosys worth $1.82M as of Q2 2026.
  • Carolina Wealth Advisors sold 2,330 Infosys shares in Q2 2026, an estimated $29.2K.
  • Infosys made up 0.71% of Carolina Wealth Advisors's portfolio in Q2 2026, its #54 holding.
  • Carolina Wealth Advisors first reported a position in Infosys in Q4 2019 and has held it in 27 quarters since.
  • Carolina Wealth Advisors's Infosys position peaked at $8.59M in Q4 2021.
  • 44 funds tracked by Wall St. Rank held Infosys as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.