BWM
HDB icon

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
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return