CA
HDB icon

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
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
+220
+38% +$6.64K ﹤0.01% 888
2023
Q3 		$17.1K Buy
+580
New +$18.9K ﹤0.01% 1043
2022
Q2 		– Sell
-690
Closed -$21K – 1349
2022
Q1 		$21K Buy
+690
New +$22.4K ﹤0.01% 860

Other funds holding HDB

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return