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Exencial Wealth Advisors’s Infosys INFY Stock Holding History

Exencial 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
-30,483
Closed -$543K – 583
2025
Q4 		$543K Buy
30,483
+428
+1% +$7.41K 0.02% 375
2025
Q3 		$489K Buy
30,055
+361
+1% +$6.21K 0.02% 375
2025
Q2 		$550K Buy
29,694
+1,820
+7% +$32.5K 0.02% 357
2025
Q1 		$509K Sell
27,874
-7,965
-22% -$165K 0.02% 358
2024
Q4 		$786K Buy
35,839
+1,113
+3% +$24.9K 0.03% 309
2024
Q3 		$773K Sell
34,726
-5,629
-14% -$123K 0.03% 303
2024
Q2 		$751K Sell
40,355
-666
-2% -$11.6K 0.03% 301
2024
Q1 		$736K Buy
41,021
+4,587
+13% +$89.1K 0.03% 305
2023
Q4 		$670K Buy
36,434
+7,456
+26% +$130K 0.03% 305
2023
Q3 		$496K Buy
28,978
+4,064
+16% +$69.3K 0.02% 296
2023
Q2 		$400K Buy
+24,914
New +$390K 0.02% 328
2022
Q3 		– Sell
-21,910
Closed -$406K – 421
2022
Q2 		$406K Sell
21,910
-21,522
-50% -$428K 0.02% 296
2022
Q1 		$1.08M Buy
43,432
+4,849
+13% +$115K 0.05% 228
2021
Q4 		$977K Sell
38,583
-15,564
-29% -$362K 0.05% 232
2021
Q3 		$1.21M Buy
54,147
+18,723
+53% +$423K 0.05% 178
2021
Q2 		$751K Buy
35,424
+11,642
+49% +$222K 0.04% 266
2021
Q1 		$445K Buy
23,782
+4,227
+22% +$76.6K 0.03% 295
2020
Q4 		$331K Buy
+19,555
New +$299K 0.02% 294

Other funds holding INFY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
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
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Exencial Wealth Advisors sold out of Infosys (INFY) in Q1 2026, closing a stake of 30,483 shares — an estimated $543K sold.

Exencial Wealth Advisors first reported a position in INFY in Q4 2020 and held it in 18 quarters. The position peaked at $1.21M in Q3 2021. 447 funds tracked by Wall St. Rank hold INFY as of Q1 2026.

  • Exencial Wealth Advisors reported no remaining Infosys position as of Q1 2026 after selling out during the quarter.
  • Exencial Wealth Advisors sold 30,483 Infosys shares in Q1 2026, an estimated $543K.
  • Exencial Wealth Advisors first reported a position in Infosys in Q4 2020 and held it in 18 quarters.
  • Exencial Wealth Advisors's Infosys position peaked at $1.21M in Q3 2021.
  • 447 funds tracked by Wall St. Rank held Infosys as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.