Bogart Wealth LLC’s HDFC Bank HDB Stock Holding History

Bogart Wealth LLC’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	$3.51K	Sell	136 -4	-3%	-$100	﹤0.01%	1309
2026 Q1	$3.48K	Hold	140	–	–	﹤0.01%	1154
2025 Q4	$5.12K	Hold	140	–	–	﹤0.01%	991
2025 Q3	$4.78K	Hold	140	–	–	﹤0.01%	988
2025 Q2	$5.37K	Hold	140	–	–	﹤0.01%	928
2025 Q1	$4.65K	Buy	140 +4	+3%	+$122	﹤0.01%	914
2024 Q4	$4.34K	Hold	136	–	–	﹤0.01%	917
2024 Q3	$4.25K	Hold	136	–	–	﹤0.01%	862
2024 Q2	$4.37K	Hold	136	–	–	﹤0.01%	818
2024 Q1	$3.81K	Hold	136	–	–	﹤0.01%	820
2023 Q4	$4.56K	Hold	136	–	–	﹤0.01%	768
2023 Q3	$4.01K	Hold	136	–	–	﹤0.01%	769
2023 Q2	$4.74K	Hold	136	–	–	﹤0.01%	720
2023 Q1	$4.53K	Hold	136	–	–	﹤0.01%	736
2022 Q4	$4.65K	Hold	136	–	–	﹤0.01%	681
2022 Q3	$4K	Hold	136	–	–	﹤0.01%	720
2022 Q2	$4K	Hold	136	–	–	﹤0.01%	673
2022 Q1	$4K	Hold	136	–	–	﹤0.01%	601
2021 Q4	$4K	Hold	136	–	–	﹤0.01%	584
2021 Q3	$5K	Hold	136	–	–	﹤0.01%	540
2021 Q2	$5K	Hold	136	–	–	﹤0.01%	515
2021 Q1	$5K	Hold	136	–	–	﹤0.01%	475
2020 Q4	$4K	Hold	136	–	–	﹤0.01%	380
2020 Q3	$3K	Hold	136	–	–	﹤0.01%	381
2020 Q2	$3K	Hold	136	–	–	﹤0.01%	368
2020 Q1	$3K	Hold	136	–	–	﹤0.01%	352
2019 Q4	$4K	Hold	136	–	–	﹤0.01%	336
2019 Q3	$4K	Buy	+136	New	+$3.87K	﹤0.01%	308

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

Bogart Wealth LLC's HDB Position: Q2 2026 in Review

Bogart Wealth LLC reduced its HDFC Bank (HDB) stake by 2.9% in Q2 2026, selling an estimated $100 and leaving 136 shares worth $3.51K. The position accounts for ﹤0.01% of the portfolio, ranked #1309.

Bogart Wealth LLC first reported a position in HDB in Q3 2019 and has held it in 28 quarters since. The position peaked at $5.37K in Q2 2025. 555 funds tracked by Wall St. Rank hold HDB as of Q2 2026.

Bogart Wealth LLC held 136 shares of HDFC Bank worth $3.51K as of Q2 2026.
Bogart Wealth LLC sold 4 HDFC Bank shares in Q2 2026, an estimated $100.
HDFC Bank made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1309 holding.
Bogart Wealth LLC first reported a position in HDFC Bank in Q3 2019 and has held it in 28 quarters since.
Bogart Wealth LLC's HDFC Bank position peaked at $5.37K in Q2 2025.
555 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.