CWM
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Cabot Wealth Management’s HDFC Bank HDB Stock Holding History

Cabot 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 		$489K Sell
18,926
-448,062
-96% -$11.2M 0.05% 105
2026
Q1 		$11.6M Sell
466,988
-104,010
-18% -$3.23M 1.34% 27
2025
Q4 		$20.9M Sell
570,998
-4,802
-0.8% -$173K 2.31% 12
2025
Q3 		$19.7M Sell
575,800
-8,760
-1% -$323K 2.18% 13
2025
Q2 		$22.4M Sell
584,560
-1,172
-0.2% -$42.5K 2.66% 7
2025
Q1 		$19.5M Buy
585,732
+5,426
+0.9% +$165K 2.48% 7
2024
Q4 		$18.5M Buy
580,306
+8,856
+2% +$283K 2.35% 8
2024
Q3 		$17.9M Buy
571,450
+1,232
+0.2% +$37.9K 2.23% 11
2024
Q2 		$18.3M Sell
570,218
-3,968
-0.7% -$116K 2.4% 8
2024
Q1 		$16.1M Buy
574,186
+962
+0.2% +$27.3K 2.1% 16
2023
Q4 		$19.2M Sell
573,224
-8,514
-1% -$257K 2.67% 5
2023
Q3 		$17.2M Buy
581,738
+4,250
+0.7% +$138K 2.63% 6
2023
Q2 		$20.1M Buy
577,488
+2,232
+0.4% +$75.3K 3.01% 4
2023
Q1 		$19.2M Sell
575,256
-10,840
-2% -$362K 3.03% 2
2022
Q4 		$20M Sell
586,096
-80,520
-12% -$2.61M 3.38% 2
2022
Q3 		$19.5M Buy
666,616
+35,730
+6% +$1.1M 3.29% 3
2022
Q2 		$17.3M Buy
630,886
+8,554
+1% +$241K 2.75% 4
2022
Q1 		$19.1M Buy
622,332
+26,762
+4% +$870K 2.57% 6
2021
Q4 		$19.4M Sell
595,570
-15,964
-3% -$559K 2.46% 8
2021
Q3 		$22.3M Buy
611,534
+9,710
+2% +$360K 3% 2
2021
Q2 		$22M Buy
601,824
+12,668
+2% +$464K 2.94% 2
2021
Q1 		$22.9M Buy
589,156
+23,762
+4% +$931K 3.23% 1
2020
Q4 		$20.4M Buy
565,394
+16,870
+3% +$538K 3.14% 4
2020
Q3 		$13.7M Buy
548,524
+13,130
+2% +$319K 2.49% 7
2020
Q2 		$12.2M Buy
535,394
+16,936
+3% +$348K 2.43% 7
2020
Q1 		$9.97M Sell
518,458
-8,622
-2% -$232K 2.38% 7
2019
Q4 		$16.7M Buy
527,080
+3,920
+0.7% +$119K 3.23% 4
2019
Q3 		$14.9M Buy
523,160
+60,648
+13% +$1.73M 3.15% 4
2019
Q2 		$15M Sell
462,512
-3,104
-0.7% -$93.5K 3.17% 4
2019
Q1 		$13.5M Buy
465,616
+4,592
+1% +$119K 2.97% 5
2018
Q4 		$11.9M Sell
461,024
-476
-0.1% -$11.3K 2.91% 5
2018
Q3 		$10.9M Sell
461,500
-12,224
-3% -$312K 2.33% 11
2018
Q2 		$12.4M Sell
473,724
-748
-0.2% -$18.7K 2.77% 6
2018
Q1 		$11.7M Sell
474,472
-5,480
-1% -$138K 2.62% 5
2017
Q4 		$12.2M Sell
479,952
-5,396
-1% -$129K 2.64% 5
2017
Q3 		$11.7M Sell
485,348
-169,840
-26% -$4.04M 2.62% 6
2017
Q2 		$14.2M Sell
655,188
-56,404
-8% -$1.18M 3.31% 3
2017
Q1 		$13.4M Sell
711,592
-11,584
-2% -$202K 3.29% 1
2016
Q4 		$11M Sell
723,176
-27,644
-4% -$463K 2.97% 2
2016
Q3 		$13.5M Buy
750,820
+20
+0% +$351 3.47% 1
2016
Q2 		$12.5M Sell
750,800
-8,828
-1% -$141K 3.28% 1
2016
Q1 		$11.7M Sell
759,628
-26,812
-3% -$383K 3.26% 2
2015
Q4 		$12.1M Buy
786,440
+12,300
+2% +$186K 3.09% 1
2015
Q3 		$11.8M Sell
774,140
-856
-0.1% -$12.9K 3.26% 2
2015
Q2 		$11.7M Buy
774,996
+117,012
+18% +$1.7M 2.85% 2
2015
Q1 		$9.69M Buy
657,984
+13,076
+2% +$191K 2.36% 5
2014
Q4 		$8.18M Buy
644,908
+4,784
+0.7% +$60.4K 2.02% 6
2014
Q3 		$7.45M Sell
640,124
-98,764
-13% -$1.2M 1.91% 6
2014
Q2 		$8.65M Buy
738,888
+21,168
+3% +$232K 2.17% 2
2014
Q1 		$7.36M Buy
717,720
+276,544
+63% +$2.41M 1.94% 3
2013
Q4 		$3.8M Buy
441,176
+180
+0% +$1.53K 0.99% 39
2013
Q3 		$3.39M Buy
440,996
+149,408
+51% +$1.23M 1.02% 36
2013
Q2 		$2.64M Buy
+291,588
New +$2.88M 0.91% 41

Other funds holding HDB

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
NC
Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
OCM
Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return
HEIP
Hudson Edge Investment Partners Jersey City, New Jersey $732M AUM 23.32% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Cabot Wealth Management's HDB Position: Q2 2026 in Review

Cabot Wealth Management reduced its HDFC Bank (HDB) stake by 96% in Q2 2026, selling an estimated $11.2M and leaving 18,926 shares worth $489K. The position accounts for 0.05% of the portfolio, ranked #105.

Cabot Wealth Management first reported a position in HDB in Q2 2013 and has held it in 53 quarters since. The position peaked at $22.9M in Q1 2021. 158 funds tracked by Wall St. Rank hold HDB as of Q2 2026.

  • Cabot Wealth Management held 18,926 shares of HDFC Bank worth $489K as of Q2 2026.
  • Cabot Wealth Management sold 448,062 HDFC Bank shares in Q2 2026, an estimated $11.2M.
  • HDFC Bank made up 0.05% of Cabot Wealth Management's portfolio in Q2 2026, its #105 holding.
  • Cabot Wealth Management first reported a position in HDFC Bank in Q2 2013 and has held it in 53 quarters since.
  • Cabot Wealth Management's HDFC Bank position peaked at $22.9M in Q1 2021.
  • 158 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2026.

Based on Cabot Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.