Carson Wealth (CWM LLC)’s HDFC Bank HDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $240K | Buy |
9,654
+215
| +2% | +$6.68K | ﹤0.01% | 2571 |
|
|
2025
Q4 | $345K | Buy |
9,439
+1,276
| +16% | +$45.9K | ﹤0.01% | 2172 |
|
|
2025
Q3 | $279K | Buy |
8,163
+219
| +3% | +$8.07K | ﹤0.01% | 2190 |
|
|
2025
Q2 | $305K | Sell |
7,944
-32
| -0.4% | -$1.16K | ﹤0.01% | 1856 |
|
|
2025
Q1 | $265K | Sell |
7,976
-106
| -1% | -$3.23K | ﹤0.01% | 1746 |
|
|
2024
Q4 | $258K | Buy |
8,082
+1,894
| +31% | +$60.6K | ﹤0.01% | 1679 |
|
|
2024
Q3 | $194K | Buy |
6,188
+5,956
| +2,567% | +$183K | ﹤0.01% | 1770 |
|
|
2024
Q2 | $7K | Buy |
232
+58
| +33% | +$1.7K | ﹤0.01% | 3711 |
|
|
2024
Q1 | $5K | Sell |
174
-290
| -63% | -$8.22K | ﹤0.01% | 3660 |
|
|
2023
Q4 | $16K | Sell |
464
-344
| -43% | -$10.4K | ﹤0.01% | 2906 |
|
|
2023
Q3 | $24K | Sell |
808
-80
| -9% | -$2.61K | ﹤0.01% | 2562 |
|
|
2023
Q2 | $31K | Sell |
888
-26
| -3% | -$877 | ﹤0.01% | 2340 |
|
|
2023
Q1 | $30K | Sell |
914
-474
| -34% | -$15.8K | ﹤0.01% | 2224 |
|
|
2022
Q4 | $47K | Buy |
1,388
+72
| +5% | +$2.34K | ﹤0.01% | 1780 |
|
|
2022
Q3 | $38K | Sell |
1,316
-17,606
| -93% | -$541K | ﹤0.01% | 1800 |
|
|
2022
Q2 | $520K | Sell |
18,922
-3,912
| -17% | -$110K | ﹤0.01% | 724 |
|
|
2022
Q1 | $700K | Sell |
22,834
-7,968
| -26% | -$259K | 0.01% | 643 |
|
|
2021
Q4 | $1M | Buy |
+30,802
| New | +$1.08M | 0.01% | 576 |
|
|
2021
Q2 | $1.31M | Hold |
35,866
| – | – | 0.01% | 520 |
|
|
2021
Q1 | $1.31M | Hold |
35,866
| – | – | 0.01% | 520 |
|
|
2020
Q4 | $1.31M | Hold |
35,866
| – | – | 0.01% | 520 |
|
|
2020
Q3 | $1.31M | Hold |
35,866
| – | – | 0.01% | 520 |
|
|
2020
Q2 | $1.31M | Hold |
35,866
| – | – | 0.01% | 520 |
|
|
2020
Q1 | $1.31M | Hold |
35,866
| – | – | 0.01% | 520 |
|
|
2019
Q4 | $1.31M | Hold |
35,866
| – | – | 0.01% | 520 |
|
|
2019
Q3 | $1.31M | Sell |
35,866
-35,866
| -50% | -$1.02M | 0.01% | 520 |
|
|
2019
Q2 | $1.31M | Hold |
71,732
| – | – | 0.01% | 520 |
|
|
2019
Q1 | $1.31M | Buy |
71,732
+70,688
| +6,771% | +$1.83M | 0.01% | 520 |
|
|
2018
Q4 | $27K | Buy |
1,044
+400
| +62% | +$9.46K | ﹤0.01% | 1046 |
|
|
2018
Q3 | $15K | Buy |
644
+344
| +115% | +$8.77K | ﹤0.01% | 1034 |
|
|
2018
Q2 | $8K | Buy |
300
+124
| +70% | +$3.1K | ﹤0.01% | 1066 |
|
|
2018
Q1 | $4K | Buy |
176
+28
| +19% | +$705 | ﹤0.01% | 1048 |
|
|
2017
Q4 | $4K | Hold |
148
| – | – | ﹤0.01% | 1134 |
|
|
2017
Q3 | $4K | Buy |
+148
| New | +$3.52K | ﹤0.01% | 1136 |
|
|
2017
Q1 | – | Sell |
-152
| Closed | -$2K | – | 1230 |
|
|
2016
Q4 | $2K | Buy |
+152
| New | +$2.54K | ﹤0.01% | 982 |
|
Other funds holding HDB
HL
Carson Wealth (CWM LLC)'s HDB Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its HDFC Bank (HDB) stake by 2.3% in Q1 2026, buying an estimated $6.68K and bringing the position to 9,654 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #2571.
Carson Wealth (CWM LLC) first reported a position in HDB in Q4 2016 and has held it in 35 quarters since. The position peaked at $1.31M in Q2 2021. 600 funds tracked by Wall St. Rank hold HDB as of Q1 2026.
- Carson Wealth (CWM LLC) held 9,654 shares of HDFC Bank worth $240K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 215 HDFC Bank shares in Q1 2026, an estimated $6.68K.
- HDFC Bank made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2571 holding.
- Carson Wealth (CWM LLC) first reported a position in HDFC Bank in Q4 2016 and has held it in 35 quarters since.
- Carson Wealth (CWM LLC)'s HDFC Bank position peaked at $1.31M in Q2 2021.
- 600 funds tracked by Wall St. Rank held HDFC Bank as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.