Montag & Associates’s Infosys INFY Stock Holding History

Montag & Associates’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	–	Sell	-3,400	Closed	-$45.9K	–	974
2026 Q1	$45.9K	Hold	3,400	–	–	﹤0.01%	597
2025 Q4	$60.6K	Hold	3,400	–	–	﹤0.01%	567
2025 Q3	$55.3K	Hold	3,400	–	–	﹤0.01%	578
2025 Q2	$63K	Hold	3,400	–	–	﹤0.01%	540
2025 Q1	$62K	Hold	3,400	–	–	﹤0.01%	568
2024 Q4	$74.5K	Hold	3,400	–	–	﹤0.01%	546
2024 Q3	$75.7K	Hold	3,400	–	–	﹤0.01%	548
2024 Q2	$64.1K	Hold	3,400	–	–	﹤0.01%	546
2024 Q1	$61K	Sell	3,400 -89	-3%	-$1.73K	﹤0.01%	553
2023 Q4	$64.1K	Hold	3,489	–	–	﹤0.01%	529
2023 Q3	$59.7K	Sell	3,489 -16	-0.5%	-$273	﹤0.01%	519
2023 Q2	$57.1K	Hold	3,505	–	–	﹤0.01%	544
2023 Q1	$61.1K	Hold	3,505	–	–	﹤0.01%	518
2022 Q4	$63.1K	Buy	3,505 +105	+3%	+$1.95K	﹤0.01%	506
2022 Q3	$58K	Hold	3,400	–	–	﹤0.01%	512
2022 Q2	$63K	Hold	3,400	–	–	﹤0.01%	496
2022 Q1	$85K	Hold	3,400	–	–	﹤0.01%	489
2021 Q4	$86K	Hold	3,400	–	–	﹤0.01%	505
2021 Q3	$76K	Hold	3,400	–	–	﹤0.01%	509
2021 Q2	$72K	Hold	3,400	–	–	﹤0.01%	506
2021 Q1	$64K	Hold	3,400	–	–	﹤0.01%	524
2020 Q4	$58K	Buy	+3,400	New	+$52K	﹤0.01%	518

Other funds holding INFY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Montag & Associates's INFY Position: Q2 2026 in Review

Montag & Associates sold out of Infosys (INFY) in Q2 2026, closing a stake of 3,400 shares — an estimated $45.9K sold.

Montag & Associates first reported a position in INFY in Q4 2020 and held it in 22 quarters. The position peaked at $86K in Q4 2021. 434 funds tracked by Wall St. Rank hold INFY as of Q2 2026.

Montag & Associates reported no remaining Infosys position as of Q2 2026 after selling out during the quarter.
Montag & Associates sold 3,400 Infosys shares in Q2 2026, an estimated $45.9K.
Montag & Associates first reported a position in Infosys in Q4 2020 and held it in 22 quarters.
Montag & Associates's Infosys position peaked at $86K in Q4 2021.
434 funds tracked by Wall St. Rank held Infosys as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.