Clearstead Trust’s HDFC Bank HDB Stock Holding History

Clearstead Trust’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 Q4	–	Sell	-530	Closed	-$18.1K	–	1232
2025 Q3	$18.1K	Hold	530	–	–	﹤0.01%	460
2025 Q2	$20.3K	Buy	+530	New	+$19.2K	﹤0.01%	426

Other funds holding HDB

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Clearstead Trust's HDB Position: Q4 2025 in Review

Clearstead Trust sold out of HDFC Bank (HDB) in Q4 2025, closing a stake of 530 shares — an estimated $18.1K sold.

Clearstead Trust first reported a position in HDB in Q2 2025 and held it in 2 quarters. The position peaked at $20.3K in Q2 2025. 661 funds tracked by Wall St. Rank hold HDB as of Q4 2025.

Clearstead Trust reported no remaining HDFC Bank position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 530 HDFC Bank shares in Q4 2025, an estimated $18.1K.
Clearstead Trust first reported a position in HDFC Bank in Q2 2025 and held it in 2 quarters.
Clearstead Trust's HDFC Bank position peaked at $20.3K in Q2 2025.
661 funds tracked by Wall St. Rank held HDFC Bank as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.