Beaird Harris Wealth Management’s HDFC Bank HDB Stock Holding History

Beaird Harris 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	-9	Closed	-$231	–	727
2026 Q1	$231	Hold	9	–	–	﹤0.01%	620
2025 Q4	$340	Hold	9	–	–	﹤0.01%	618
2025 Q3	$317	Sell	9 -33	-79%	-$1.22K	﹤0.01%	640
2025 Q2	$1.61K	Buy	+42	New	+$1.52K	﹤0.01%	516
2024 Q2	–	Sell	-26	Closed	-$728	–	752
2024 Q1	$728	Hold	26	–	–	﹤0.01%	570
2023 Q4	$873	Buy	+26	New	+$784	﹤0.01%	528
2022 Q3	–	Sell	-324	Closed	-$9K	–	506
2022 Q2	$9K	Hold	324	–	–	﹤0.01%	255
2022 Q1	$10K	Hold	324	–	–	﹤0.01%	321
2021 Q4	$11K	Buy	+324	New	+$11.3K	﹤0.01%	390

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

Beaird Harris Wealth Management's HDB Position: Q2 2026 in Review

Beaird Harris Wealth Management sold out of HDFC Bank (HDB) in Q2 2026, closing a stake of 9 shares — an estimated $231 sold.

Beaird Harris Wealth Management first reported a position in HDB in Q4 2021 and held it in 9 quarters. The position peaked at $11K in Q4 2021. 556 funds tracked by Wall St. Rank hold HDB as of Q2 2026.

Beaird Harris Wealth Management reported no remaining HDFC Bank position as of Q2 2026 after selling out during the quarter.
Beaird Harris Wealth Management sold 9 HDFC Bank shares in Q2 2026, an estimated $231.
Beaird Harris Wealth Management first reported a position in HDFC Bank in Q4 2021 and held it in 9 quarters.
Beaird Harris Wealth Management's HDFC Bank position peaked at $11K in Q4 2021.
556 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.