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Marshall Financial Group (Maryland)’s Infosys INFY Stock Holding History

Marshall Financial Group (Maryland)’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 		$125K Sell
11,961
-51,037
-81% -$639K 0.02% 309
2026
Q1 		$851K Sell
62,998
-542
-0.9% -$8.49K 0.14% 139
2025
Q4 		$1.13M Sell
63,540
-4,761
-7% -$82.4K 0.22% 101
2025
Q3 		$1.11M Buy
68,301
+2,812
+4% +$48.4K 0.22% 112
2025
Q2 		$1.23M Buy
65,489
+4,158
+7% +$74.3K 0.24% 90
2025
Q1 		$1.12M Buy
61,331
+1,774
+3% +$36.8K 0.24% 98
2024
Q4 		$1.31M Buy
59,557
+194
+0.3% +$4.34K 0.32% 77
2024
Q3 		$1.32M Buy
59,363
+70
+0.1% +$1.53K 0.32% 75
2024
Q2 		$1.1M Buy
59,293
+2,213
+4% +$38.5K 0.31% 83
2024
Q1 		$1.02M Buy
57,080
+4,602
+9% +$89.4K 0.29% 93
2023
Q4 		$965K Buy
52,478
+622
+1% +$10.8K 0.31% 81
2023
Q3 		$887K Buy
51,856
+447
+0.9% +$7.63K 0.32% 78
2023
Q2 		$826K Buy
51,409
+1,667
+3% +$26.1K 0.28% 90
2023
Q1 		$868K Sell
49,742
-7,507
-13% -$137K 0.31% 84
2022
Q4 		$1.03M Buy
57,249
+7,361
+15% +$137K 0.4% 82
2022
Q3 		$847K Buy
49,888
+139
+0.3% +$2.6K 0.36% 86
2022
Q2 		$921K Sell
49,749
-7,566
-13% -$150K 0.37% 78
2022
Q1 		$1.43M Sell
57,315
-315
-0.5% -$7.47K 0.58% 45
2021
Q4 		$1.46M Sell
57,630
-499
-0.9% -$11.6K 0.54% 49
2021
Q3 		$1.29M Buy
58,129
+2,791
+5% +$63.1K 0.67% 38
2021
Q2 		$1.17M Sell
55,338
-16,469
-23% -$315K 0.63% 44
2021
Q1 		$1.34M Buy
71,807
+1,732
+2% +$31.4K 0.8% 37
2020
Q4 		$1.19M Buy
+70,075
New +$1.07M 0.77% 47

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

Marshall Financial Group (Maryland)'s INFY Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its Infosys (INFY) stake by 81% in Q2 2026, selling an estimated $639K and leaving 11,961 shares worth $125K. The position accounts for 0.02% of the portfolio, ranked #309.

Marshall Financial Group (Maryland) first reported a position in INFY in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.46M in Q4 2021. 431 funds tracked by Wall St. Rank hold INFY as of Q2 2026.

  • Marshall Financial Group (Maryland) held 11,961 shares of Infosys worth $125K as of Q2 2026.
  • Marshall Financial Group (Maryland) sold 51,037 Infosys shares in Q2 2026, an estimated $639K.
  • Infosys made up 0.02% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #309 holding.
  • Marshall Financial Group (Maryland) first reported a position in Infosys in Q4 2020 and has held it in 23 quarters since.
  • Marshall Financial Group (Maryland)'s Infosys position peaked at $1.46M in Q4 2021.
  • 431 funds tracked by Wall St. Rank held Infosys as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.