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Pinnacle Wealth Planning Services’s Infosys INFY Stock Holding History

Pinnacle Wealth Planning Services’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 		$114K Sell
8,422
-5,660
-40% -$88.7K 0.01% 730
2025
Q4 		$251K Buy
14,082
+1,241
+10% +$21.5K 0.03% 387
2025
Q3 		$209K Sell
12,841
-3,200
-20% -$55.1K 0.02% 441
2025
Q2 		$297K Sell
16,041
-1,265
-7% -$22.6K 0.04% 300
2025
Q1 		$316K Sell
17,306
-761
-4% -$15.8K 0.05% 245
2024
Q4 		$396K Sell
18,067
-11,004
-38% -$246K 0.06% 194
2024
Q3 		$647K Buy
29,071
+166
+0.6% +$3.63K 0.09% 148
2024
Q2 		$538K Sell
28,905
-1,981
-6% -$34.5K 0.08% 164
2024
Q1 		$554K Buy
30,886
+8,054
+35% +$156K 0.08% 169
2023
Q4 		$420K Buy
22,832
+470
+2% +$8.18K 0.07% 201
2023
Q3 		$383K Buy
22,362
+1,951
+10% +$33.3K 0.06% 206
2023
Q2 		$328K Buy
20,411
+34
+0.2% +$532 0.05% 244
2023
Q1 		$355K Buy
20,377
+1,869
+10% +$34K 0.06% 236
2022
Q4 		$333K Sell
18,508
-9,992
-35% -$186K 0.06% 241
2022
Q3 		$484K Buy
28,500
+7,929
+39% +$148K 0.09% 144
2022
Q2 		$381K Sell
20,571
-5,680
-22% -$113K 0.07% 194
2022
Q1 		$653K Buy
26,251
+8,916
+51% +$211K 0.12% 137
2021
Q4 		$439K Buy
17,335
+3,702
+27% +$86K 0.09% 180
2021
Q3 		$303K Buy
13,633
+2,407
+21% +$54.4K 0.07% 240
2021
Q2 		$238K Buy
11,226
+187
+2% +$3.57K 0.06% 283
2021
Q1 		$207K Buy
11,039
+2,936
+36% +$53.2K 0.05% 296
2020
Q4 		$137K Buy
+8,103
New +$124K 0.03% 367

Other funds holding INFY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
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
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Pinnacle Wealth Planning Services's INFY Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Infosys (INFY) stake by 40% in Q1 2026, selling an estimated $88.7K and leaving 8,422 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #730.

Pinnacle Wealth Planning Services first reported a position in INFY in Q4 2020 and has held it in 22 quarters since. The position peaked at $653K in Q1 2022. 447 funds tracked by Wall St. Rank hold INFY as of Q1 2026.

  • Pinnacle Wealth Planning Services held 8,422 shares of Infosys worth $114K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 5,660 Infosys shares in Q1 2026, an estimated $88.7K.
  • Infosys made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #730 holding.
  • Pinnacle Wealth Planning Services first reported a position in Infosys in Q4 2020 and has held it in 22 quarters since.
  • Pinnacle Wealth Planning Services's Infosys position peaked at $653K in Q1 2022.
  • 447 funds tracked by Wall St. Rank held Infosys as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.