EP Wealth Advisors’s Infosys INFY Stock Holding History

EP 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 Q1	–	Sell	-11,016	Closed	-$196K	–	1541
2025 Q4	$196K	Buy	+11,016	New	+$191K	﹤0.01%	1394
2022 Q3	–	Sell	-14,209	Closed	-$263K	–	469
2022 Q2	$263K	Buy	14,209 +4,350	+44%	+$86.5K	0.01%	514
2022 Q1	$245K	Buy	9,859 +354	+4%	+$8.39K	0.01%	527
2021 Q4	$241K	Sell	9,505 -649	-6%	-$15.1K	0.01%	501
2021 Q3	$226K	Buy	+10,154	New	+$229K	0.01%	491

Other funds holding INFY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TSAM

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

EP Wealth Advisors's INFY Position: Q1 2026 in Review

EP Wealth Advisors sold out of Infosys (INFY) in Q1 2026, closing a stake of 11,016 shares — an estimated $196K sold.

EP Wealth Advisors first reported a position in INFY in Q3 2021 and held it in 5 quarters. The position peaked at $263K in Q2 2022. 447 funds tracked by Wall St. Rank hold INFY as of Q1 2026.

EP Wealth Advisors reported no remaining Infosys position as of Q1 2026 after selling out during the quarter.
EP Wealth Advisors sold 11,016 Infosys shares in Q1 2026, an estimated $196K.
EP Wealth Advisors first reported a position in Infosys in Q3 2021 and held it in 5 quarters.
EP Wealth Advisors's Infosys position peaked at $263K in Q2 2022.
447 funds tracked by Wall St. Rank held Infosys as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.