Integrated Wealth Concepts’s Infosys INFY Stock Holding History

Integrated Wealth Concepts’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	$392K	Buy	+29,049	New	+$455K	﹤0.01%	1700
2025 Q4	–	Sell	-24,461	Closed	-$398K	–	1837
2025 Q3	$398K	Buy	24,461 +10,765	+79%	+$185K	﹤0.01%	1474
2025 Q2	$254K	Buy	13,696 +137	+1%	+$2.45K	﹤0.01%	1638
2025 Q1	$247K	Sell	13,559 -1,179	-8%	-$24.5K	﹤0.01%	1514
2024 Q4	$323K	Buy	14,738 +3,188	+28%	+$71.3K	﹤0.01%	1326
2024 Q3	$257K	Sell	11,550 -16,419	-59%	-$359K	﹤0.01%	1434
2024 Q2	$521K	Buy	27,969 +1,064	+4%	+$18.5K	0.01%	1024
2024 Q1	$482K	Buy	26,905 +2,544	+10%	+$49.4K	0.01%	1070
2023 Q4	$448K	Buy	24,361 +1,675	+7%	+$29.2K	0.01%	1045
2023 Q3	$388K	Buy	+22,686	New	+$387K	0.01%	1100

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

Integrated Wealth Concepts's INFY Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Infosys (INFY) in Q1 2026: 29,049 shares worth $392K. The stake represents ﹤0.01% of the portfolio and ranks #1700 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in INFY as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in INFY in Q3 2023 and has held it in 10 quarters since. The position peaked at $521K in Q2 2024. 447 funds tracked by Wall St. Rank hold INFY as of Q1 2026.

Integrated Wealth Concepts held 29,049 shares of Infosys worth $392K as of Q1 2026.
Infosys was a new Integrated Wealth Concepts position in Q1 2026.
Infosys made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1700 holding.
Integrated Wealth Concepts first reported a position in Infosys in Q3 2023 and has held it in 10 quarters since.
Integrated Wealth Concepts's Infosys position peaked at $521K in Q2 2024.
447 funds tracked by Wall St. Rank held Infosys as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.