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Legacy Wealth Asset Management’s HDFC Bank HDB Stock Holding History

Legacy Wealth Asset 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 		$2.88M Buy
111,349
+31,778
+40% +$796K 0.63% 24
2026
Q1 		$1.98M Buy
79,571
+18,044
+29% +$561K 0.48% 41
2025
Q4 		$2.25M Buy
61,527
+263
+0.4% +$9.46K 0.55% 32
2025
Q3 		$2.09M Buy
61,264
+622
+1% +$22.9K 0.51% 37
2025
Q2 		$2.32M Sell
60,642
-13,038
-18% -$473K 0.59% 33
2025
Q1 		$2.45M Buy
73,680
+2,276
+3% +$69.4K 0.68% 23
2024
Q4 		$2.28M Sell
71,404
-730
-1% -$23.3K 0.62% 27
2024
Q3 		$2.26M Sell
72,134
-1,968
-3% -$60.5K 0.61% 36
2024
Q2 		$2.38M Buy
74,102
+4,096
+6% +$120K 0.67% 23
2024
Q1 		$1.96M Buy
70,006
+13,714
+24% +$389K 0.55% 42
2023
Q4 		$1.89M Sell
56,292
-192
-0.3% -$5.79K 0.62% 36
2023
Q3 		$1.67M Sell
56,484
-3,554
-6% -$116K 0.61% 40
2023
Q2 		$2.09M Buy
60,038
+406
+0.7% +$13.7K 0.73% 22
2023
Q1 		$1.99M Buy
59,632
+1,072
+2% +$35.8K 0.72% 23
2022
Q4 		$2M Buy
58,560
+49,236
+528% +$1.6M 0.76% 20
2022
Q3 		$272K Sell
9,324
-40,802
-81% -$1.25M 0.12% 275
2022
Q2 		$1.38M Buy
50,126
+4,858
+11% +$137K 0.56% 36
2022
Q1 		$1.39M Buy
45,268
+5,102
+13% +$166K 0.49% 51
2021
Q4 		$1.31M Sell
40,166
-690
-2% -$24.2K 0.44% 50
2021
Q3 		$1.49M Sell
40,856
-792
-2% -$29.4K 0.68% 17
2021
Q2 		$1.52M Sell
41,648
-7,080
-15% -$259K 0.68% 15
2021
Q1 		$1.89M Sell
48,728
-1,058
-2% -$41.5K 0.87% 12
2020
Q4 		$1.8M Buy
+49,786
New +$1.59M 0.91% 13

Other funds holding HDB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Legacy Wealth Asset Management's HDB Position: Q2 2026 in Review

Legacy Wealth Asset Management increased its HDFC Bank (HDB) stake by 40% in Q2 2026, buying an estimated $796K and bringing the position to 111,349 shares worth $2.88M. The position accounts for 0.63% of the portfolio, ranked #24.

Legacy Wealth Asset Management first reported a position in HDB in Q4 2020 and has held it in 23 quarters since. 554 funds tracked by Wall St. Rank hold HDB as of Q2 2026.

  • Legacy Wealth Asset Management held 111,349 shares of HDFC Bank worth $2.88M as of Q2 2026.
  • Legacy Wealth Asset Management bought 31,778 HDFC Bank shares in Q2 2026, an estimated $796K.
  • HDFC Bank made up 0.63% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #24 holding.
  • Legacy Wealth Asset Management first reported a position in HDFC Bank in Q4 2020 and has held it in 23 quarters since.
  • 554 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.