Nicola Wealth Management’s Infosys INFY Stock Holding History

Nicola 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	$13.8M	Buy	1,316,000 +175,000	+15%	+$2.19M	1.59%	31
2026 Q1	$15.4M	Buy	1,141,000 +193,000	+20%	+$3.02M	1.85%	26
2025 Q4	$16.9M	Buy	948,000 +126,000	+15%	+$2.18M	1.54%	23
2025 Q3	$13.4M	Buy	822,000 +142,000	+21%	+$2.44M	1.19%	30
2025 Q2	$12.6M	Buy	680,000 +121,000	+22%	+$2.16M	1.18%	32
2025 Q1	$10.2M	Hold	559,000	–	–	1%	42
2024 Q4	$0	Hold	559,000	–	–	﹤0.01%	109
2024 Q3	$16.8M	Hold	559,000	–	–	1.34%	32
2024 Q2	$14.2M	Hold	559,000	–	–	1.27%	30
2024 Q1	$13.6M	Buy	559,000 +357,000	+177%	+$6.94M	1.32%	30
2023 Q4	$4.91M	Hold	202,000	–	–	0.52%	53
2023 Q3	$4.67M	Buy	+202,000	New	+$3.45M	0.5%	52

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

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

Nicola Wealth Management increased its Infosys (INFY) stake by 15% in Q2 2026, buying an estimated $2.19M and bringing the position to 1,316,000 shares worth $13.8M. The position accounts for 1.59% of the portfolio, ranked #31.

Nicola Wealth Management first reported a position in INFY in Q3 2023 and has held it in 12 quarters since. The position peaked at $16.9M in Q4 2025. 431 funds tracked by Wall St. Rank hold INFY as of Q2 2026.

Nicola Wealth Management held 1,316,000 shares of Infosys worth $13.8M as of Q2 2026.
Nicola Wealth Management bought 175,000 Infosys shares in Q2 2026, an estimated $2.19M.
Infosys made up 1.59% of Nicola Wealth Management's portfolio in Q2 2026, its #31 holding.
Nicola Wealth Management first reported a position in Infosys in Q3 2023 and has held it in 12 quarters since.
Nicola Wealth Management's Infosys position peaked at $16.9M in Q4 2025.
431 funds tracked by Wall St. Rank held Infosys as of Q2 2026.

Based on Nicola Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.