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Advisor OS’s HDFC Bank HDB Stock Holding History

Advisor OS’s Portfolio HDB Stock Details HDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-11,559
Closed -$422K – 600
2025
Q4 		$422K Buy
11,559
+1,232
+12% +$44.3K 0.03% 313
2025
Q3 		$353K Sell
10,327
-3,757
-27% -$138K 0.03% 342
2025
Q2 		$540K Buy
14,084
+1,504
+12% +$54.5K 0.05% 241
2025
Q1 		$418K Sell
12,580
-50
-0.4% -$1.52K 0.05% 259
2024
Q4 		$403K Buy
12,630
+1,782
+16% +$57K 0.05% 265
2024
Q3 		$339K Sell
10,848
-2,928
-21% -$90K 0.03% 300
2024
Q2 		$443K Buy
13,776
+188
+1% +$5.51K 0.05% 249
2024
Q1 		$380K Buy
13,588
+1,830
+16% +$51.9K 0.04% 274
2023
Q4 		$395K Buy
11,758
+1,454
+14% +$43.9K 0.05% 233
2023
Q3 		$304K Buy
10,304
+2,358
+30% +$76.8K 0.05% 230
2023
Q2 		$277K Buy
7,946
+804
+11% +$27.1K 0.05% 244
2023
Q1 		$238K Sell
7,142
-262
-4% -$8.76K 0.06% 217
2022
Q4 		$253K Buy
+7,404
New +$240K 0.07% 190
2021
Q4 		– Sell
-19,478
Closed -$712K – 245
2021
Q3 		$712K Sell
19,478
-1,126
-5% -$41.8K 0.15% 124
2021
Q2 		$754K Sell
20,604
-1,402
-6% -$51.4K 0.16% 107
2021
Q1 		$854K Buy
22,006
+4,046
+23% +$159K 0.19% 95
2020
Q4 		$649K Buy
17,960
+6,684
+59% +$213K 0.17% 74
2020
Q3 		$282K Buy
+11,276
New +$274K 0.12% 83

Other funds holding HDB

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Advisor OS's HDB Position: Q1 2026 in Review

Advisor OS sold out of HDFC Bank (HDB) in Q1 2026, closing a stake of 11,559 shares — an estimated $422K sold.

Advisor OS first reported a position in HDB in Q3 2020 and held it in 18 quarters. The position peaked at $854K in Q1 2021. 604 funds tracked by Wall St. Rank hold HDB as of Q1 2026.

  • Advisor OS reported no remaining HDFC Bank position as of Q1 2026 after selling out during the quarter.
  • Advisor OS sold 11,559 HDFC Bank shares in Q1 2026, an estimated $422K.
  • Advisor OS first reported a position in HDFC Bank in Q3 2020 and held it in 18 quarters.
  • Advisor OS's HDFC Bank position peaked at $854K in Q1 2021.
  • 604 funds tracked by Wall St. Rank held HDFC Bank as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.