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Mount Yale Investment Advisors’s Infosys INFY Stock Holding History

Mount Yale Investment Advisors’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
2025
Q3 		– Sell
-28,558
Closed -$529K – 1115
2025
Q2 		$529K Buy
28,558
+4,851
+20% +$86.6K 0.04% 329
2025
Q1 		$433K Buy
23,707
+11,183
+89% +$232K 0.04% 356
2024
Q4 		$275K Sell
12,524
-157
-1% -$3.51K 0.02% 462
2024
Q3 		$282K Buy
+12,681
New +$277K 0.03% 455
2023
Q2 		– Sell
-12,108
Closed -$211K – 494
2023
Q1 		$211K Buy
+12,108
New +$220K 0.02% 451
2021
Q1 		– Sell
-12,351
Closed -$209K – 428
2020
Q4 		$209K Buy
+12,351
New +$189K 0.03% 372
2019
Q1 		– Sell
-10,585
Closed -$115K – 322
2018
Q4 		$115K Buy
+10,585
New +$101K 0.02% 300
2018
Q2 		– Sell
-41,096
Closed -$367K – 975
2018
Q1 		$367K Buy
+41,096
New +$364K 0.08% 222

Other funds holding INFY

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mount Yale Investment Advisors's INFY Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Infosys (INFY) in Q3 2025, closing a stake of 28,558 shares — an estimated $529K sold.

Mount Yale Investment Advisors first reported a position in INFY in Q1 2018 and held it in 8 quarters. The position peaked at $529K in Q2 2025. 452 funds tracked by Wall St. Rank hold INFY as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Infosys position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 28,558 Infosys shares in Q3 2025, an estimated $529K.
  • Mount Yale Investment Advisors first reported a position in Infosys in Q1 2018 and held it in 8 quarters.
  • Mount Yale Investment Advisors's Infosys position peaked at $529K in Q2 2025.
  • 452 funds tracked by Wall St. Rank held Infosys as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.