HighMark Wealth Management’s Infosys INFY Stock Holding History

HighMark 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 Q3	–	Sell	-52	Closed	-$964	–	642
2025 Q2	$964	Hold	52	–	–	﹤0.01%	532
2025 Q1	$949	Hold	52	–	–	﹤0.01%	493
2024 Q4	$1.14K	Hold	52	–	–	﹤0.01%	493
2024 Q3	$1.16K	Hold	52	–	–	﹤0.01%	510
2024 Q2	$968	Buy	+52	New	+$905	﹤0.01%	512
2023 Q4	–	Sell	-67	Closed	-$1.15K	–	591
2023 Q3	$1.15K	Hold	67	–	–	﹤0.01%	495
2023 Q2	$1.08K	Sell	67 -51	-43%	-$797	﹤0.01%	499
2023 Q1	$2.06K	Hold	118	–	–	﹤0.01%	498
2022 Q4	$2.13K	Hold	118	–	–	﹤0.01%	429
2022 Q3	$2K	Hold	118	–	–	﹤0.01%	431
2022 Q2	$2K	Hold	118	–	–	﹤0.01%	436
2022 Q1	$3K	Sell	118 -51	-30%	-$1.21K	﹤0.01%	414
2021 Q4	$4K	Sell	169 -43	-20%	-$999	﹤0.01%	379
2021 Q3	$5K	Sell	212 -23	-10%	-$520	﹤0.01%	365
2021 Q2	$5K	Hold	235	–	–	﹤0.01%	367
2021 Q1	$4K	Sell	235 -29	-11%	-$525	﹤0.01%	357
2020 Q4	$4K	Hold	264	–	–	﹤0.01%	355
2020 Q3	$4K	Hold	264	–	–	﹤0.01%	344
2020 Q2	$3K	Buy	264 +111	+73%	+$991	﹤0.01%	362
2020 Q1	$1K	Buy	+153	New	+$1.54K	﹤0.01%	333

Other funds holding INFY

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

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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

HighMark Wealth Management's INFY Position: Q3 2025 in Review

HighMark Wealth Management sold out of Infosys (INFY) in Q3 2025, closing a stake of 52 shares — an estimated $964 sold.

HighMark Wealth Management first reported a position in INFY in Q1 2020 and held it in 20 quarters. The position peaked at $5K in Q3 2021. 452 funds tracked by Wall St. Rank hold INFY as of Q3 2025.

HighMark Wealth Management reported no remaining Infosys position as of Q3 2025 after selling out during the quarter.
HighMark Wealth Management sold 52 Infosys shares in Q3 2025, an estimated $964.
HighMark Wealth Management first reported a position in Infosys in Q1 2020 and held it in 20 quarters.
HighMark Wealth Management's Infosys position peaked at $5K in Q3 2021.
452 funds tracked by Wall St. Rank held Infosys as of Q3 2025.

Based on HighMark Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.