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Atria Wealth Solutions’s HDFC Bank HDB Stock Holding History

Atria Wealth Solutions’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
Q2 		$402K Sell
10,384
-10,534
-50% -$382K 0.01% 1023
2025
Q1 		$695K Buy
20,918
+5,818
+39% +$177K 0.01% 1035
2024
Q4 		$482K Buy
15,100
+158
+1% +$5.05K 0.01% 1299
2024
Q3 		$467K Buy
14,942
+4
+0% +$123 0.01% 1283
2024
Q2 		$486K Buy
14,938
+154
+1% +$4.51K 0.01% 1252
2024
Q1 		$414K Buy
+14,784
New +$419K ﹤0.01% 1352
2022
Q3 		– Sell
-7,666
Closed -$211K – 1799
2022
Q2 		$211K Buy
+7,666
New +$216K ﹤0.01% 1427

Other funds holding HDB

GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

Atria Wealth Solutions's HDB Position: Q2 2025 in Review

Atria Wealth Solutions reduced its HDFC Bank (HDB) stake by 50% in Q2 2025, selling an estimated $382K and leaving 10,384 shares worth $402K. The position accounts for 0.01% of the portfolio, ranked #1023.

Atria Wealth Solutions first reported a position in HDB in Q2 2022 and has held it in 7 quarters since. The position peaked at $695K in Q1 2025. 642 funds tracked by Wall St. Rank hold HDB as of Q2 2025.

  • Atria Wealth Solutions held 10,384 shares of HDFC Bank worth $402K as of Q2 2025.
  • Atria Wealth Solutions sold 10,534 HDFC Bank shares in Q2 2025, an estimated $382K.
  • HDFC Bank made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1023 holding.
  • Atria Wealth Solutions first reported a position in HDFC Bank in Q2 2022 and has held it in 7 quarters since.
  • Atria Wealth Solutions's HDFC Bank position peaked at $695K in Q1 2025.
  • 642 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.