CWM
HDB icon

Centricity Wealth Management’s HDFC Bank HDB Stock Holding History

Centricity 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
2025
Q2 		$7.36K Hold
192
– – 0.01% 348
2025
Q1 		$6.38K Hold
192
– – 0.01% 359
2024
Q4 		$6.13K Buy
+192
New +$6.14K 0.01% 370

Other funds holding HDB

GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

Centricity Wealth Management's HDB Position: Q2 2025 in Review

Centricity Wealth Management held its HDFC Bank (HDB) position steady in Q2 2025 at 192 shares worth $7.36K. The position accounts for 0.01% of the portfolio, ranked #348.

Centricity Wealth Management first reported a position in HDB in Q4 2024 and has held it in 3 quarters since. 642 funds tracked by Wall St. Rank hold HDB as of Q2 2025.

  • Centricity Wealth Management held 192 shares of HDFC Bank worth $7.36K as of Q2 2025.
  • Centricity Wealth Management left its HDFC Bank share count unchanged in Q2 2025.
  • HDFC Bank made up 0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #348 holding.
  • Centricity Wealth Management first reported a position in HDFC Bank in Q4 2024 and has held it in 3 quarters since.
  • 642 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.