Diversify Wealth Management’s HDFC Bank HDB Stock Holding History

Diversify 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
2026 Q2	–	Sell	-9,588	Closed	-$242K	–	1312
2026 Q1	$242K	Buy	+9,588	New	+$298K	﹤0.01%	1035
2025 Q3	–	Sell	-8,390	Closed	-$310K	–	548
2025 Q2	$310K	Sell	8,390 -798	-9%	-$28.9K	0.02%	449
2025 Q1	$333K	Sell	9,188 -752	-8%	-$22.9K	0.02%	424
2024 Q4	$291K	Buy	9,940 +716	+8%	+$22.9K	0.02%	434
2024 Q3	$296K	Buy	9,224 +284	+3%	+$8.73K	0.03%	401
2024 Q2	$259K	Buy	+8,940	New	+$262K	0.03%	380

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

Diversify Wealth Management's HDB Position: Q2 2026 in Review

Diversify Wealth Management sold out of HDFC Bank (HDB) in Q2 2026, closing a stake of 9,588 shares — an estimated $242K sold.

Diversify Wealth Management first reported a position in HDB in Q2 2024 and held it in 6 quarters. The position peaked at $333K in Q1 2025. 556 funds tracked by Wall St. Rank hold HDB as of Q2 2026.

Diversify Wealth Management reported no remaining HDFC Bank position as of Q2 2026 after selling out during the quarter.
Diversify Wealth Management sold 9,588 HDFC Bank shares in Q2 2026, an estimated $242K.
Diversify Wealth Management first reported a position in HDFC Bank in Q2 2024 and held it in 6 quarters.
Diversify Wealth Management's HDFC Bank position peaked at $333K in Q1 2025.
556 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.