Endowment Wealth Management’s HDFC Bank HDB Stock Holding History

Endowment 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	-9,875	Closed	-$246K	–	185
2026 Q1	$246K	Sell	9,875 -614	-6%	-$19.1K	0.11%	137
2025 Q4	$383K	Sell	10,489 -1,205	-10%	-$43.4K	0.18%	95
2025 Q3	$399K	Sell	11,694 -328	-3%	-$12.1K	0.18%	93
2025 Q2	$461K	Buy	12,022 +60	+0.5%	+$2.17K	0.24%	79
2025 Q1	$397K	Sell	11,962 -442	-4%	-$13.5K	0.26%	78
2024 Q4	$396K	Buy	12,404 +578	+5%	+$18.5K	0.27%	77
2024 Q3	$370K	Buy	11,826 +2,754	+30%	+$84.6K	0.24%	81
2024 Q2	$292K	Buy	9,072 +196	+2%	+$5.74K	0.21%	98
2024 Q1	$248K	Buy	8,876 +544	+7%	+$15.4K	0.19%	109
2023 Q4	$280K	Buy	8,332 +368	+5%	+$11.1K	0.23%	100
2023 Q3	$235K	Sell	7,964 -130	-2%	-$4.24K	0.21%	109
2023 Q2	$282K	Buy	8,094 +994	+14%	+$33.5K	0.26%	99
2023 Q1	$237K	Sell	7,100 -444	-6%	-$14.8K	0.24%	107
2022 Q4	$258K	Buy	+7,544	New	+$245K	0.28%	94

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

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

Endowment Wealth Management sold out of HDFC Bank (HDB) in Q2 2026, closing a stake of 9,875 shares — an estimated $246K sold.

Endowment Wealth Management first reported a position in HDB in Q4 2022 and held it in 14 quarters. The position peaked at $461K in Q2 2025. 555 funds tracked by Wall St. Rank hold HDB as of Q2 2026.

Endowment Wealth Management reported no remaining HDFC Bank position as of Q2 2026 after selling out during the quarter.
Endowment Wealth Management sold 9,875 HDFC Bank shares in Q2 2026, an estimated $246K.
Endowment Wealth Management first reported a position in HDFC Bank in Q4 2022 and held it in 14 quarters.
Endowment Wealth Management's HDFC Bank position peaked at $461K in Q2 2025.
555 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2026.

Based on Endowment Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.