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Waldron Private Wealth’s Infosys INFY Stock Holding History

Waldron Private Wealth’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
2025
Q1 		– Sell
-18,422
Closed -$404K – 356
2024
Q4 		$404K Hold
18,422
– – 0.02% 284
2024
Q3 		$410K Buy
18,422
+3,093
+20% +$67.6K 0.02% 280
2024
Q2 		$285K Sell
15,329
-74
-0.5% -$1.29K 0.01% 325
2024
Q1 		$276K Sell
15,403
-719
-4% -$14K 0.01% 333
2023
Q4 		$296K Buy
16,122
+2,939
+22% +$51.2K 0.01% 310
2023
Q3 		$226K Buy
13,183
+374
+3% +$6.38K 0.01% 334
2023
Q2 		$206K Buy
12,809
+2,342
+22% +$36.6K 0.01% 354
2023
Q1 		$183K Buy
+10,467
New +$190K 0.01% 397

Other funds holding INFY

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NVCHI
New Vernon Capital Holdings II Morristown, New Jersey $136M AUM 29.35% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Waldron Private Wealth's INFY Position: Q1 2025 in Review

Waldron Private Wealth sold out of Infosys (INFY) in Q1 2025, closing a stake of 18,422 shares — an estimated $404K sold.

Waldron Private Wealth first reported a position in INFY in Q1 2023 and held it in 8 quarters. The position peaked at $410K in Q3 2024. 472 funds tracked by Wall St. Rank hold INFY as of Q1 2025.

  • Waldron Private Wealth reported no remaining Infosys position as of Q1 2025 after selling out during the quarter.
  • Waldron Private Wealth sold 18,422 Infosys shares in Q1 2025, an estimated $404K.
  • Waldron Private Wealth first reported a position in Infosys in Q1 2023 and held it in 8 quarters.
  • Waldron Private Wealth's Infosys position peaked at $410K in Q3 2024.
  • 472 funds tracked by Wall St. Rank held Infosys as of Q1 2025.

Based on Waldron Private Wealth's 13F filing for Q1 2025, filed 8 May 2025.