IWA
HDB icon

Icon Wealth Advisors’s HDFC Bank HDB Stock Holding History

Icon Wealth Advisors’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
Q3 		– Sell
-7,984
Closed -$306K – 535
2025
Q2 		$306K Buy
7,984
+432
+6% +$15.7K 0.02% 308
2025
Q1 		$251K Sell
7,552
-974
-11% -$29.7K 0.02% 310
2024
Q4 		$272K Buy
8,526
+228
+3% +$7.29K 0.02% 316
2024
Q3 		$260K Buy
8,298
+2,098
+34% +$64.5K 0.02% 313
2024
Q2 		$186K Buy
+6,200
New +$182K 0.02% 345

Other funds holding HDB

GQG Partners
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 $570B AUM 27.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Icon Wealth Advisors's HDB Position: Q3 2025 in Review

Icon Wealth Advisors sold out of HDFC Bank (HDB) in Q3 2025, closing a stake of 7,984 shares — an estimated $306K sold.

Icon Wealth Advisors first reported a position in HDB in Q2 2024 and held it in 5 quarters. The position peaked at $306K in Q2 2025. 635 funds tracked by Wall St. Rank hold HDB as of Q3 2025.

  • Icon Wealth Advisors reported no remaining HDFC Bank position as of Q3 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 7,984 HDFC Bank shares in Q3 2025, an estimated $306K.
  • Icon Wealth Advisors first reported a position in HDFC Bank in Q2 2024 and held it in 5 quarters.
  • Icon Wealth Advisors's HDFC Bank position peaked at $306K in Q2 2025.
  • 635 funds tracked by Wall St. Rank held HDFC Bank as of Q3 2025.

Based on Icon Wealth Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.