Crestwood Advisors Group’s HDFC Bank HDB Stock Holding History

Crestwood Advisors Group’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	$425K	Buy	16,471 +5,635	+52%	+$141K	0.01%	552
2026 Q1	$270K	Buy	10,836 +1,160	+12%	+$36.1K	﹤0.01%	625
2025 Q4	$354K	Buy	9,676 +3,034	+46%	+$109K	0.01%	477
2025 Q3	$227K	Buy	6,642 +100	+2%	+$3.69K	﹤0.01%	526
2025 Q2	$251K	Buy	+6,542	New	+$237K	﹤0.01%	481
2025 Q1	–	Sell	-8,090	Closed	-$258K	–	507
2024 Q4	$258K	Buy	+8,090	New	+$259K	﹤0.01%	406
2018 Q1	–	Sell	-14,400	Closed	-$366K	–	190
2017 Q4	$366K	Buy	+14,400	New	+$345K	0.03%	128

Other funds holding HDB

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Crestwood Advisors Group's HDB Position: Q2 2026 in Review

Crestwood Advisors Group increased its HDFC Bank (HDB) stake by 52% in Q2 2026, buying an estimated $141K and bringing the position to 16,471 shares worth $425K. The position accounts for 0.01% of the portfolio, ranked #552.

Crestwood Advisors Group first reported a position in HDB in Q4 2017 and has held it in 7 quarters since. 555 funds tracked by Wall St. Rank hold HDB as of Q2 2026.

Crestwood Advisors Group held 16,471 shares of HDFC Bank worth $425K as of Q2 2026.
Crestwood Advisors Group bought 5,635 HDFC Bank shares in Q2 2026, an estimated $141K.
HDFC Bank made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #552 holding.
Crestwood Advisors Group first reported a position in HDFC Bank in Q4 2017 and has held it in 7 quarters since.
555 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.