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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
Q2 		$250K Sell
23,873
-5,176
-18% -$64.8K ﹤0.01% 2095
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Integrated Wealth Concepts's INFY Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Infosys (INFY) stake by 18% in Q2 2026, selling an estimated $64.8K and leaving 23,873 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #2095.

Integrated Wealth Concepts first reported a position in INFY in Q3 2023 and has held it in 11 quarters since. The position peaked at $521K in Q2 2024. 434 funds tracked by Wall St. Rank hold INFY as of Q2 2026.

  • Integrated Wealth Concepts held 23,873 shares of Infosys worth $250K as of Q2 2026.
  • Integrated Wealth Concepts sold 5,176 Infosys shares in Q2 2026, an estimated $64.8K.
  • Infosys made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2095 holding.
  • Integrated Wealth Concepts first reported a position in Infosys in Q3 2023 and has held it in 11 quarters since.
  • Integrated Wealth Concepts's Infosys position peaked at $521K in Q2 2024.
  • 434 funds tracked by Wall St. Rank held Infosys as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.