WA
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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
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 $1.66T AUM 25.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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