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Marks Group Wealth Management’s HDFC Bank HDB Stock Holding History

Marks Group 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
-12,806
Closed -$319K – 358
2026
Q1 		$319K Buy
12,806
+8
+0.1% +$249 0.03% 288
2025
Q4 		$468K Sell
12,798
-507
-4% -$18.2K 0.04% 241
2025
Q3 		$454K Sell
13,305
-24,115
-64% -$889K 0.04% 229
2025
Q2 		$1.43M Buy
37,420
+4,124
+12% +$149K 0.13% 148
2025
Q1 		$1.11M Sell
33,296
-1,750
-5% -$53.4K 0.11% 175
2024
Q4 		$1.12M Sell
35,046
-8,148
-19% -$261K 0.11% 165
2024
Q3 		$1.35M Buy
43,194
+16,670
+63% +$512K 0.13% 152
2024
Q2 		$853K Buy
26,524
+10,624
+67% +$311K 0.09% 177
2024
Q1 		$445K Sell
15,900
-764
-5% -$21.7K 0.05% 228
2023
Q4 		$559K Buy
16,664
+5,056
+44% +$153K 0.06% 209
2023
Q3 		$342K Sell
11,608
-42
-0.4% -$1.37K 0.04% 232
2023
Q2 		$406K Sell
11,650
-40
-0.3% -$1.35K 0.05% 225
2023
Q1 		$390K Buy
11,690
+1,346
+13% +$45K 0.05% 228
2022
Q4 		$354K Sell
10,344
-556
-5% -$18.1K 0.05% 232
2022
Q3 		$318K Buy
10,900
+456
+4% +$14K 0.05% 233
2022
Q2 		$287K Buy
10,444
+1,280
+14% +$36.1K 0.04% 249
2022
Q1 		$281K Sell
9,164
-1,864
-17% -$60.6K 0.04% 274
2021
Q4 		$350K Buy
11,028
+2,160
+24% +$75.6K 0.04% 260
2021
Q3 		$321K Buy
8,868
+1,500
+20% +$55.6K 0.04% 238
2021
Q2 		$270K Buy
7,368
+270
+4% +$9.89K 0.04% 222
2021
Q1 		$276K Buy
7,098
+320
+5% +$12.5K 0.04% 216
2020
Q4 		$245K Buy
+6,778
New +$216K 0.04% 228

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

Marks Group Wealth Management's HDB Position: Q2 2026 in Review

Marks Group Wealth Management sold out of HDFC Bank (HDB) in Q2 2026, closing a stake of 12,806 shares — an estimated $319K sold.

Marks Group Wealth Management first reported a position in HDB in Q4 2020 and held it in 22 quarters. The position peaked at $1.43M in Q2 2025. 556 funds tracked by Wall St. Rank hold HDB as of Q2 2026.

  • Marks Group Wealth Management reported no remaining HDFC Bank position as of Q2 2026 after selling out during the quarter.
  • Marks Group Wealth Management sold 12,806 HDFC Bank shares in Q2 2026, an estimated $319K.
  • Marks Group Wealth Management first reported a position in HDFC Bank in Q4 2020 and held it in 22 quarters.
  • Marks Group Wealth Management's HDFC Bank position peaked at $1.43M in Q2 2025.
  • 556 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.