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United Capital Financial Advisors’s Infosys INFY Stock Holding History

United Capital Financial 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
2026
Q1 		$243K Buy
17,992
+889
+5% +$13.9K ﹤0.01% 1464
2025
Q4 		$305K Buy
17,103
+4,331
+34% +$74.9K ﹤0.01% 1161
2025
Q3 		$208K Buy
12,772
+276
+2% +$4.75K ﹤0.01% 1154
2025
Q2 		$232K Buy
12,496
+755
+6% +$13.5K ﹤0.01% 1008
2025
Q1 		$214K Sell
11,741
-4,505
-28% -$93.5K ﹤0.01% 993
2024
Q4 		$356K Sell
16,246
-1,547
-9% -$34.6K ﹤0.01% 834
2024
Q3 		$396K Buy
17,793
+1,713
+11% +$37.4K ﹤0.01% 789
2024
Q2 		$299K Sell
16,080
-210
-1% -$3.65K ﹤0.01% 852
2024
Q1 		$292K Sell
16,290
-498
-3% -$9.68K ﹤0.01% 888
2023
Q4 		$309K Buy
+16,788
New +$292K ﹤0.01% 855
2022
Q2 		– Sell
-9,865
Closed -$246K – 1159
2022
Q1 		$246K Sell
9,865
-1,531
-13% -$36.3K ﹤0.01% 1059
2021
Q4 		$288K Sell
11,396
-797
-7% -$18.5K ﹤0.01% 1040
2021
Q3 		$271K Buy
+12,193
New +$276K ﹤0.01% 1050
2021
Q1 		– Sell
-84,063
Closed -$1.43M – 1212
2020
Q4 		$1.43M Sell
84,063
-20,059
-19% -$307K 0.01% 585
2020
Q3 		$1.44M Buy
+104,122
New +$1.3M 0.01% 578
2019
Q3 		– Sell
-61,023
Closed -$653K – 1394
2019
Q2 		$653K Buy
+61,023
New +$646K ﹤0.01% 948
2017
Q3 		– Sell
-22,382
Closed -$168K – 1329
2017
Q2 		$168K Sell
22,382
-2,648
-11% -$19.8K ﹤0.01% 1228
2017
Q1 		$198K Buy
+25,030
New +$187K ﹤0.01% 1185
2015
Q2 		– Sell
-254,560
Closed -$1.97M – 1287
2015
Q1 		$1.97M Buy
254,560
+64,196
+34% +$565K 0.02% 559
2014
Q4 		$1.5M Sell
190,364
-21,348
-10% -$173K 0.02% 543
2014
Q3 		$1.6M Buy
211,712
+52,360
+33% +$377K 0.03% 499
2014
Q2 		$1.07M Buy
+159,352
New +$1.06M 0.02% 550
2013
Q3 		– Sell
-103,352
Closed -$532K – 713
2013
Q2 		$532K Buy
+103,352
New +$563K 0.01% 496

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

United Capital Financial Advisors's INFY Position: Q1 2026 in Review

United Capital Financial Advisors increased its Infosys (INFY) stake by 5.2% in Q1 2026, buying an estimated $13.9K and bringing the position to 17,992 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #1464.

United Capital Financial Advisors first reported a position in INFY in Q2 2013 and has held it in 23 quarters since. The position peaked at $1.97M in Q1 2015. 448 funds tracked by Wall St. Rank hold INFY as of Q1 2026.

  • United Capital Financial Advisors held 17,992 shares of Infosys worth $243K as of Q1 2026.
  • United Capital Financial Advisors bought 889 Infosys shares in Q1 2026, an estimated $13.9K.
  • Infosys made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1464 holding.
  • United Capital Financial Advisors first reported a position in Infosys in Q2 2013 and has held it in 23 quarters since.
  • United Capital Financial Advisors's Infosys position peaked at $1.97M in Q1 2015.
  • 448 funds tracked by Wall St. Rank held Infosys as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.