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 Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

Congress Wealth Management's INFY Position: Q2 2025 in Review

Congress Wealth Management increased its Infosys (INFY) stake by 94% in Q2 2025, buying an estimated $366K and bringing the position to 42,294 shares worth $784K. The position accounts for 0.01% of the portfolio, ranked #777.

Congress Wealth Management first reported a position in INFY in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.12M in Q4 2021. 468 funds tracked by Wall St. Rank hold INFY as of Q2 2025.

Congress Wealth Management held 42,294 shares of Infosys worth $784K as of Q2 2025.
Congress Wealth Management bought 20,501 Infosys shares in Q2 2025, an estimated $366K.
Infosys made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #777 holding.
Congress Wealth Management first reported a position in Infosys in Q4 2021 and has held it in 15 quarters since.
Congress Wealth Management's Infosys position peaked at $1.12M in Q4 2021.
468 funds tracked by Wall St. Rank held Infosys as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.