Modern Wealth Management’s Infosys INFY Stock Holding History

Modern 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
2026 Q1	$290K	Buy	21,829 +5,450	+33%	+$85.4K	0.01%	725
2025 Q4	$292K	Buy	16,379 +864	+6%	+$14.9K	0.01%	687
2025 Q3	$252K	Sell	15,515 -2,449	-14%	-$42.2K	0.01%	697
2025 Q2	$333K	Sell	17,964 -2,819	-14%	-$50.3K	0.01%	588
2025 Q1	$379K	Buy	+20,783	New	+$431K	0.01%	471

Other funds holding INFY

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

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 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

Modern Wealth Management's INFY Position: Q1 2026 in Review

Modern Wealth Management increased its Infosys (INFY) stake by 33% in Q1 2026, buying an estimated $85.4K and bringing the position to 21,829 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #725.

Modern Wealth Management first reported a position in INFY in Q1 2025 and has held it in 5 quarters since. The position peaked at $379K in Q1 2025. 447 funds tracked by Wall St. Rank hold INFY as of Q1 2026.

Modern Wealth Management held 21,829 shares of Infosys worth $290K as of Q1 2026.
Modern Wealth Management bought 5,450 Infosys shares in Q1 2026, an estimated $85.4K.
Infosys made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #725 holding.
Modern Wealth Management first reported a position in Infosys in Q1 2025 and has held it in 5 quarters since.
Modern Wealth Management's Infosys position peaked at $379K in Q1 2025.
447 funds tracked by Wall St. Rank held Infosys as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.