Alliance Wealth Advisors (Utah)’s HDFC Bank HDB Stock Holding History

Alliance Wealth Advisors (Utah)’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
2025 Q4	–	Sell	-8,625	Closed	-$295K	–	276
2025 Q3	$295K	Sell	8,625 -2,585	-23%	-$95.3K	0.07%	230
2025 Q2	$430K	Sell	11,210 -422	-4%	-$15.3K	0.1%	180
2025 Q1	$386K	Sell	11,632 -1,948	-14%	-$59.4K	0.1%	186
2024 Q4	$434K	Buy	13,580 +14	+0.1%	+$448	0.11%	171
2024 Q3	$424K	Buy	13,566 +396	+3%	+$12.2K	0.11%	165
2024 Q2	$424K	Buy	13,170 +2,856	+28%	+$83.6K	0.12%	154
2024 Q1	$289K	Buy	10,314 +1,574	+18%	+$44.6K	0.09%	205
2023 Q4	$293K	Buy	8,740 +1,608	+23%	+$48.5K	0.1%	197
2023 Q3	$210K	Sell	7,132 -1,268	-15%	-$41.3K	0.08%	212
2023 Q2	$293K	Buy	+8,400	New	+$283K	0.11%	176

Other funds holding HDB

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s HDB Position: Q4 2025 in Review

Alliance Wealth Advisors (Utah) sold out of HDFC Bank (HDB) in Q4 2025, closing a stake of 8,625 shares — an estimated $295K sold.

Alliance Wealth Advisors (Utah) first reported a position in HDB in Q2 2023 and held it in 10 quarters. The position peaked at $434K in Q4 2024. 661 funds tracked by Wall St. Rank hold HDB as of Q4 2025.

Alliance Wealth Advisors (Utah) reported no remaining HDFC Bank position as of Q4 2025 after selling out during the quarter.
Alliance Wealth Advisors (Utah) sold 8,625 HDFC Bank shares in Q4 2025, an estimated $295K.
Alliance Wealth Advisors (Utah) first reported a position in HDFC Bank in Q2 2023 and held it in 10 quarters.
Alliance Wealth Advisors (Utah)'s HDFC Bank position peaked at $434K in Q4 2024.
661 funds tracked by Wall St. Rank held HDFC Bank as of Q4 2025.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q4 2025, filed 2 Feb 2026.