Congress Wealth Management’s HDFC Bank HDB Stock Holding History

Congress 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	$611K	Sell	15,934 -14,056	-47%	-$510K	0.01%	861
2025 Q1	$996K	Sell	29,990 -6,356	-17%	-$194K	0.01%	636
2024 Q4	$1.16M	Sell	36,346 -4,526	-11%	-$145K	0.02%	497
2024 Q3	$1.28M	Buy	40,872 +2,612	+7%	+$80.3K	0.02%	480
2024 Q2	$1.23M	Sell	38,260 -416	-1%	-$12.2K	0.02%	402
2024 Q1	$1.08M	Sell	38,676 -11,672	-23%	-$331K	0.02%	370
2023 Q4	$1.69M	Sell	50,348 -7,894	-14%	-$238K	0.03%	335
2023 Q3	$1.72M	Buy	58,242 +12,016	+26%	+$391K	0.04%	316
2023 Q2	$1.61M	Buy	46,226 +244	+0.5%	+$8.23K	0.04%	291
2023 Q1	$1.53M	Buy	45,982 +5,662	+14%	+$189K	0.04%	299
2022 Q4	$1.38M	Sell	40,320 -1,330	-3%	-$43.2K	0.04%	304
2022 Q3	$1.22M	Sell	41,650 -9,310	-18%	-$286K	0.03%	316
2022 Q2	$1.4M	Sell	50,960 -906	-2%	-$25.5K	0.04%	308
2022 Q1	$1.59M	Buy	51,866 +1,584	+3%	+$51.5K	0.03%	307
2021 Q4	$1.64M	Buy	+50,282	New	+$1.76M	0.03%	324

Other funds holding HDB

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Temasek Holdings

Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return