Aprio Wealth Management’s HDFC Bank HDB Stock Holding History

Aprio Wealth Management’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 Q2	$425K	Buy	+16,471	New	+$413K	0.02%	422
2026 Q1	–	Sell	-18,464	Closed	-$675K	–	622
2025 Q4	$675K	Buy	18,464 +4,632	+33%	+$167K	0.04%	260
2025 Q3	$473K	Buy	13,832 +420	+3%	+$15.5K	0.05%	229
2025 Q2	$514K	Buy	13,412 +2,564	+24%	+$92.9K	0.06%	183
2025 Q1	$360K	Buy	10,848 +2,812	+35%	+$85.8K	0.05%	236
2024 Q4	$257K	Buy	+8,036	New	+$257K	0.04%	244

Other funds holding HDB

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Aprio Wealth Management's HDB Position: Q2 2026 in Review

Aprio Wealth Management opened a new position in HDFC Bank (HDB) in Q2 2026: 16,471 shares worth $425K. The stake represents 0.02% of the portfolio and ranks #422 among its holdings. This is a return to the name: Aprio Wealth Management previously reported a position in HDB as recently as Q4 2025.

Aprio Wealth Management first reported a position in HDB in Q4 2024 and has held it in 6 quarters since. The position peaked at $675K in Q4 2025. 554 funds tracked by Wall St. Rank hold HDB as of Q2 2026.

Aprio Wealth Management held 16,471 shares of HDFC Bank worth $425K as of Q2 2026.
HDFC Bank was a new Aprio Wealth Management position in Q2 2026.
HDFC Bank made up 0.02% of Aprio Wealth Management's portfolio in Q2 2026, its #422 holding.
Aprio Wealth Management first reported a position in HDFC Bank in Q4 2024 and has held it in 6 quarters since.
Aprio Wealth Management's HDFC Bank position peaked at $675K in Q4 2025.
554 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.