Congress Wealth Management’s Infosys INFY Stock Holding History

Congress Wealth Management’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	$784K	Buy	42,294 +20,501	+94%	+$366K	0.01%	777
2025 Q1	$398K	Sell	21,793 -4,149	-16%	-$86.1K	﹤0.01%	876
2024 Q4	$569K	Sell	25,942 -1,546	-6%	-$34.6K	0.01%	613
2024 Q3	$612K	Buy	27,488 +8,154	+42%	+$178K	0.01%	599
2024 Q2	$360K	Sell	19,334 -198	-1%	-$3.45K	0.01%	581
2024 Q1	$350K	Sell	19,532 -3,328	-15%	-$64.7K	0.01%	489
2023 Q4	$420K	Sell	22,860 -704	-3%	-$12.3K	0.01%	489
2023 Q3	$403K	Sell	23,564 -7,940	-25%	-$135K	0.01%	487
2023 Q2	$506K	Buy	31,504 +65	+0.2%	+$1.02K	0.01%	414
2023 Q1	$548K	Buy	31,439 +1,484	+5%	+$27K	0.01%	407
2022 Q4	$539K	Sell	29,955 -1,450	-5%	-$27K	0.01%	396
2022 Q3	$533K	Sell	31,405 -10,867	-26%	-$203K	0.01%	397
2022 Q2	$782K	Sell	42,272 -338	-0.8%	-$6.72K	0.02%	362
2022 Q1	$1.06M	Sell	42,610 -1,755	-4%	-$41.6K	0.02%	344
2021 Q4	$1.12M	Buy	+44,365	New	+$1.03M	0.02%	360

Other funds holding INFY

First Trust Advisors

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

JP Morgan Chase

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

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

Robeco Institutional Asset Management

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 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

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

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