Institute for Wealth Management’s HDFC Bank HDB Stock Holding History

Institute for 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 Q1	$228K	Hold	9,146	–	–	0.02%	496
2025 Q4	$334K	Hold	9,146	–	–	0.04%	409
2025 Q3	$312K	Hold	9,146	–	–	0.03%	442
2025 Q2	$351K	Sell	9,146 -416	-4%	-$15.1K	0.04%	392
2025 Q1	$318K	Sell	9,562 -458	-5%	-$14K	0.04%	401
2024 Q4	$320K	Sell	10,020 -740	-7%	-$23.7K	0.04%	386
2024 Q3	$337K	Sell	10,760 -400	-4%	-$12.3K	0.04%	387
2024 Q2	$359K	Buy	11,160 +1,752	+19%	+$51.3K	0.05%	353
2024 Q1	$263K	Buy	+9,408	New	+$267K	0.03%	419

Other funds holding HDB

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

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

Institute for Wealth Management's HDB Position: Q1 2026 in Review

Institute for Wealth Management held its HDFC Bank (HDB) position steady in Q1 2026 at 9,146 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #496.

Institute for Wealth Management first reported a position in HDB in Q1 2024 and has held it in 9 quarters since. The position peaked at $359K in Q2 2024. 600 funds tracked by Wall St. Rank hold HDB as of Q1 2026.

Institute for Wealth Management held 9,146 shares of HDFC Bank worth $228K as of Q1 2026.
Institute for Wealth Management left its HDFC Bank share count unchanged in Q1 2026.
HDFC Bank made up 0.02% of Institute for Wealth Management's portfolio in Q1 2026, its #496 holding.
Institute for Wealth Management first reported a position in HDFC Bank in Q1 2024 and has held it in 9 quarters since.
Institute for Wealth Management's HDFC Bank position peaked at $359K in Q2 2024.
600 funds tracked by Wall St. Rank held HDFC Bank as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.