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Somerset Trust’s Infosys INFY Stock Holding History

Somerset Trust’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 		$175K Buy
16,689
+164
+1% +$2.05K 0.05% 183
2026
Q1 		$223K Buy
16,525
+10
+0.1% +$157 0.07% 160
2025
Q4 		$294K Sell
16,515
-174
-1% -$3.01K 0.09% 140
2025
Q3 		$272K Sell
16,689
-3,096
-16% -$53.3K 0.08% 155
2025
Q2 		$367K Buy
19,785
+509
+3% +$9.09K 0.12% 125
2025
Q1 		$352K Buy
19,276
+3,825
+25% +$79.4K 0.13% 117
2024
Q4 		$339K Buy
15,451
+401
+3% +$8.97K 0.13% 113
2024
Q3 		$335K Sell
15,050
-90
-0.6% -$1.97K 0.13% 110
2024
Q2 		$282K Buy
15,140
+611
+4% +$10.6K 0.12% 123
2024
Q1 		$261K Buy
14,529
+1,311
+10% +$25.5K 0.11% 122
2023
Q4 		$243K Sell
13,218
-1,670
-11% -$29.1K 0.11% 120
2023
Q3 		$255K Buy
14,888
+792
+6% +$13.5K 0.12% 127
2023
Q2 		$227K Sell
14,096
-1,094
-7% -$17.1K 0.1% 134
2023
Q1 		$265K Sell
15,190
-3
-0% -$55 0.11% 122
2022
Q4 		$274K Buy
15,193
+995
+7% +$18.5K 0.11% 120
2022
Q3 		$241K Buy
14,198
+113
+0.8% +$2.11K 0.11% 128
2022
Q2 		$261K Buy
14,085
+4,071
+41% +$81K 0.11% 124
2022
Q1 		$249K Buy
10,014
+940
+10% +$22.3K 0.1% 139
2021
Q4 		$230K Sell
9,074
-57
-0.6% -$1.32K 0.08% 141
2021
Q3 		$203K Buy
+9,131
New +$206K 0.08% 135

Other funds holding INFY

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Somerset Trust's INFY Position: Q2 2026 in Review

Somerset Trust increased its Infosys (INFY) stake by 0.99% in Q2 2026, buying an estimated $2.05K and bringing the position to 16,689 shares worth $175K. The position accounts for 0.05% of the portfolio, ranked #183.

Somerset Trust first reported a position in INFY in Q3 2021 and has held it in 20 quarters since. The position peaked at $367K in Q2 2025. 49 funds tracked by Wall St. Rank hold INFY as of Q2 2026.

  • Somerset Trust held 16,689 shares of Infosys worth $175K as of Q2 2026.
  • Somerset Trust bought 164 Infosys shares in Q2 2026, an estimated $2.05K.
  • Infosys made up 0.05% of Somerset Trust's portfolio in Q2 2026, its #183 holding.
  • Somerset Trust first reported a position in Infosys in Q3 2021 and has held it in 20 quarters since.
  • Somerset Trust's Infosys position peaked at $367K in Q2 2025.
  • 49 funds tracked by Wall St. Rank held Infosys as of Q2 2026.

Based on Somerset Trust's 13F filing for Q2 2026, filed 6 Jul 2026.