AWM
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Athena Wealth Management’s HDFC Bank HDB Stock Holding History

Athena 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 		– Sell
-10,666
Closed -$265K – 115
2026
Q1 		$265K Sell
10,666
-4,026
-27% -$125K 0.22% 89
2025
Q4 		$537K Buy
+14,692
New +$529K 0.52% 46

Other funds holding HDB

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
NC
Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return

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

Athena Wealth Management sold out of HDFC Bank (HDB) in Q2 2026, closing a stake of 10,666 shares — an estimated $265K sold.

Athena Wealth Management first reported a position in HDB in Q4 2025 and held it in 2 quarters. The position peaked at $537K in Q4 2025. 77 funds tracked by Wall St. Rank hold HDB as of Q2 2026.

  • Athena Wealth Management reported no remaining HDFC Bank position as of Q2 2026 after selling out during the quarter.
  • Athena Wealth Management sold 10,666 HDFC Bank shares in Q2 2026, an estimated $265K.
  • Athena Wealth Management first reported a position in HDFC Bank in Q4 2025 and held it in 2 quarters.
  • Athena Wealth Management's HDFC Bank position peaked at $537K in Q4 2025.
  • 77 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.