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

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return