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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
Q2 		$147K Sell
14,051
-7,778
-36% -$97.4K ﹤0.01% 1059
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
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

Modern Wealth Management's INFY Position: Q2 2026 in Review

Modern Wealth Management reduced its Infosys (INFY) stake by 36% in Q2 2026, selling an estimated $97.4K and leaving 14,051 shares worth $147K. The position accounts for ﹤0.01% of the portfolio, ranked #1059.

Modern Wealth Management first reported a position in INFY in Q1 2025 and has held it in 6 quarters since. The position peaked at $379K in Q1 2025. 434 funds tracked by Wall St. Rank hold INFY as of Q2 2026.

  • Modern Wealth Management held 14,051 shares of Infosys worth $147K as of Q2 2026.
  • Modern Wealth Management sold 7,778 Infosys shares in Q2 2026, an estimated $97.4K.
  • Infosys made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #1059 holding.
  • Modern Wealth Management first reported a position in Infosys in Q1 2025 and has held it in 6 quarters since.
  • Modern Wealth Management's Infosys position peaked at $379K in Q1 2025.
  • 434 funds tracked by Wall St. Rank held Infosys as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.