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Waverly Advisors’s Infosys INFY Stock Holding History

Waverly 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
Q2 		$3.41M Sell
325,440
-986
-0.3% -$12.3K 0.02% 560
2026
Q1 		$4.41M Buy
326,426
+11,218
+4% +$176K 0.03% 434
2025
Q4 		$5.62M Buy
315,208
+4,296
+1% +$74.3K 0.05% 349
2025
Q3 		$5.06M Buy
310,912
+20,605
+7% +$355K 0.05% 322
2025
Q2 		$5.38M Buy
290,307
+11,972
+4% +$214K 0.06% 295
2025
Q1 		$5.08M Buy
278,335
+19,189
+7% +$398K 0.06% 294
2024
Q4 		$5.68M Buy
259,146
+3,896
+2% +$87.2K 0.09% 197
2024
Q3 		$5.68M Buy
255,250
+38,883
+18% +$850K 0.11% 175
2024
Q2 		$4.03M Buy
+216,367
New +$3.77M 0.08% 217

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

Waverly Advisors's INFY Position: Q2 2026 in Review

Waverly Advisors reduced its Infosys (INFY) stake by 0.3% in Q2 2026, selling an estimated $12.3K and leaving 325,440 shares worth $3.41M. The position accounts for 0.02% of the portfolio, ranked #560.

Waverly Advisors first reported a position in INFY in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.68M in Q3 2024. 431 funds tracked by Wall St. Rank hold INFY as of Q2 2026.

  • Waverly Advisors held 325,440 shares of Infosys worth $3.41M as of Q2 2026.
  • Waverly Advisors sold 986 Infosys shares in Q2 2026, an estimated $12.3K.
  • Infosys made up 0.02% of Waverly Advisors's portfolio in Q2 2026, its #560 holding.
  • Waverly Advisors first reported a position in Infosys in Q2 2024 and has held it in 9 quarters since.
  • Waverly Advisors's Infosys position peaked at $5.68M in Q3 2024.
  • 431 funds tracked by Wall St. Rank held Infosys as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.