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Clearstead Advisors’s HDFC Bank HDB Stock Holding History

Clearstead Advisors’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 		$54.1K Buy
+2,096
New +$52.5K ﹤0.01% 1478
2026
Q1 		– Sell
-550
Closed -$20.1K – 2511
2025
Q4 		$20.1K Sell
550
-344
-38% -$12.4K ﹤0.01% 1707
2025
Q3 		$30.5K Buy
894
+584
+188% +$21.5K ﹤0.01% 1456
2025
Q2 		$11.9K Sell
310
-136
-30% -$4.93K ﹤0.01% 1833
2025
Q1 		$14.8K Sell
446
-20
-4% -$610 ﹤0.01% 1499
2024
Q4 		$14.9K Sell
466
-2,128
-82% -$68.1K ﹤0.01% 1474
2024
Q3 		$81.1K Sell
2,594
-312
-11% -$9.59K ﹤0.01% 1080
2024
Q2 		$93.5K Buy
2,906
+2,234
+332% +$65.4K ﹤0.01% 1016
2024
Q1 		$18.8K Sell
672
-128
-16% -$3.63K ﹤0.01% 956
2023
Q4 		$26.8K Buy
800
+510
+176% +$15.4K ﹤0.01% 888
2023
Q3 		$8.56K Buy
+290
New +$9.45K ﹤0.01% 1013
2022
Q2 		– Sell
-690
Closed -$21K – 1349
2022
Q1 		$21K Buy
+690
New +$22.4K ﹤0.01% 860

Other funds holding HDB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Clearstead Advisors's HDB Position: Q2 2026 in Review

Clearstead Advisors opened a new position in HDFC Bank (HDB) in Q2 2026: 2,096 shares worth $54.1K. The stake represents ﹤0.01% of the portfolio and ranks #1478 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in HDB as recently as Q4 2025.

Clearstead Advisors first reported a position in HDB in Q1 2022 and has held it in 12 quarters since. The position peaked at $93.5K in Q2 2024. 556 funds tracked by Wall St. Rank hold HDB as of Q2 2026.

  • Clearstead Advisors held 2,096 shares of HDFC Bank worth $54.1K as of Q2 2026.
  • HDFC Bank was a new Clearstead Advisors position in Q2 2026.
  • HDFC Bank made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1478 holding.
  • Clearstead Advisors first reported a position in HDFC Bank in Q1 2022 and has held it in 12 quarters since.
  • Clearstead Advisors's HDFC Bank position peaked at $93.5K in Q2 2024.
  • 556 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.