Baron Wealth Management’s HDFC Bank HDB Stock Holding History

Baron 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 Q1	–	Sell	-6,446	Closed	-$236K	–	286
2025 Q4	$236K	Hold	6,446	–	–	0.07%	210
2025 Q3	$220K	Sell	6,446 -258	-4%	-$9.51K	0.07%	212
2025 Q2	$257K	Sell	6,704 -2,002	-23%	-$72.6K	0.09%	166
2025 Q1	$289K	Sell	8,706 -6,014	-41%	-$183K	0.13%	134
2024 Q4	$470K	Buy	14,720 +526	+4%	+$16.8K	0.22%	72
2024 Q3	$444K	Buy	14,194 +5,486	+63%	+$169K	0.21%	72
2024 Q2	$280K	Buy	8,708 +290	+3%	+$8.49K	0.15%	124
2024 Q1	$236K	Sell	8,418 -362	-4%	-$10.3K	0.13%	148
2023 Q4	$295K	Buy	+8,780	New	+$265K	0.16%	110
2023 Q3	–	Sell	-5,952	Closed	-$207K	–	145
2023 Q2	$207K	Buy	+5,952	New	+$201K	0.13%	132
2023 Q1	–	Sell	-6,070	Closed	-$208K	–	140
2022 Q4	$208K	Buy	+6,070	New	+$197K	0.16%	126

Other funds holding HDB

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

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

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

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

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 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

Baron Wealth Management's HDB Position: Q1 2026 in Review

Baron Wealth Management sold out of HDFC Bank (HDB) in Q1 2026, closing a stake of 6,446 shares — an estimated $236K sold.

Baron Wealth Management first reported a position in HDB in Q4 2022 and held it in 11 quarters. The position peaked at $470K in Q4 2024. 604 funds tracked by Wall St. Rank hold HDB as of Q1 2026.

Baron Wealth Management reported no remaining HDFC Bank position as of Q1 2026 after selling out during the quarter.
Baron Wealth Management sold 6,446 HDFC Bank shares in Q1 2026, an estimated $236K.
Baron Wealth Management first reported a position in HDFC Bank in Q4 2022 and held it in 11 quarters.
Baron Wealth Management's HDFC Bank position peaked at $470K in Q4 2024.
604 funds tracked by Wall St. Rank held HDFC Bank as of Q1 2026.

Based on Baron Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.