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 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 $1.66T AUM 25.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

Montag & Associates's INFY Position: Q1 2026 in Review

Montag & Associates held its Infosys (INFY) position steady in Q1 2026 at 3,400 shares worth $45.9K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

Montag & Associates first reported a position in INFY in Q4 2020 and has held it in 22 quarters since. The position peaked at $86K in Q4 2021. 447 funds tracked by Wall St. Rank hold INFY as of Q1 2026.

Montag & Associates held 3,400 shares of Infosys worth $45.9K as of Q1 2026.
Montag & Associates left its Infosys share count unchanged in Q1 2026.
Infosys made up ﹤0.01% of Montag & Associates's portfolio in Q1 2026, its #597 holding.
Montag & Associates first reported a position in Infosys in Q4 2020 and has held it in 22 quarters since.
Montag & Associates's Infosys position peaked at $86K in Q4 2021.
447 funds tracked by Wall St. Rank held Infosys as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.