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PDS Planning’s Infosys INFY Stock Holding History

PDS Planning’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 		$627K Buy
59,771
+25,968
+77% +$325K 0.04% 253
2026
Q1 		$457K Sell
33,803
-18,420
-35% -$289K 0.03% 285
2025
Q4 		$931K Buy
52,223
+7,419
+17% +$128K 0.06% 151
2025
Q3 		$729K Sell
44,804
-2,557
-5% -$44K 0.05% 182
2025
Q2 		$878K Buy
47,361
+5,773
+14% +$103K 0.07% 142
2025
Q1 		$759K Buy
41,588
+7,047
+20% +$146K 0.06% 148
2024
Q4 		$757K Buy
34,541
+225
+0.7% +$5.04K 0.07% 125
2024
Q3 		$764K Sell
34,316
-201
-0.6% -$4.39K 0.07% 127
2024
Q2 		$643K Buy
34,517
+3,528
+11% +$61.4K 0.06% 129
2024
Q1 		$556K Buy
30,989
+1,491
+5% +$29K 0.06% 146
2023
Q4 		$542K Sell
29,498
-370
-1% -$6.44K 0.06% 138
2023
Q3 		$511K Buy
29,868
+1,532
+5% +$26.1K 0.07% 126
2023
Q2 		$455K Buy
28,336
+3,393
+14% +$53K 0.06% 149
2023
Q1 		$435K Buy
24,943
+10,014
+67% +$182K 0.06% 134
2022
Q4 		$269K Buy
14,929
+1,402
+10% +$26.1K 0.04% 156
2022
Q3 		$230K Sell
13,527
-434
-3% -$8.11K 0.04% 162
2022
Q2 		$258K Sell
13,961
-2,070
-13% -$41.2K 0.05% 159
2022
Q1 		$399K Buy
16,031
+1,690
+12% +$40.1K 0.07% 117
2021
Q4 		$363K Sell
14,341
-170
-1% -$3.95K 0.07% 123
2021
Q3 		$323K Buy
14,511
+243
+2% +$5.49K 0.07% 125
2021
Q2 		$302K Buy
14,268
+4,084
+40% +$78K 0.07% 128
2021
Q1 		$191K Buy
+10,184
New +$184K 0.06% 161

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

PDS Planning's INFY Position: Q2 2026 in Review

PDS Planning increased its Infosys (INFY) stake by 77% in Q2 2026, buying an estimated $325K and bringing the position to 59,771 shares worth $627K. The position accounts for 0.04% of the portfolio, ranked #253.

PDS Planning first reported a position in INFY in Q1 2021 and has held it in 22 quarters since. The position peaked at $931K in Q4 2025. 434 funds tracked by Wall St. Rank hold INFY as of Q2 2026.

  • PDS Planning held 59,771 shares of Infosys worth $627K as of Q2 2026.
  • PDS Planning bought 25,968 Infosys shares in Q2 2026, an estimated $325K.
  • Infosys made up 0.04% of PDS Planning's portfolio in Q2 2026, its #253 holding.
  • PDS Planning first reported a position in Infosys in Q1 2021 and has held it in 22 quarters since.
  • PDS Planning's Infosys position peaked at $931K in Q4 2025.
  • 434 funds tracked by Wall St. Rank held Infosys as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.