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Marshall & Sterling Wealth Advisors’s HDFC Bank HDB Stock Holding History

Marshall & Sterling 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
-72
Closed -$2.76K – 661
2025
Q2 		$2.76K Hold
72
– – ﹤0.01% 524
2025
Q1 		$2.39K Buy
+72
New +$2.2K ﹤0.01% 530

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

Marshall & Sterling Wealth Advisors's HDB Position: Q3 2025 in Review

Marshall & Sterling Wealth Advisors sold out of HDFC Bank (HDB) in Q3 2025, closing a stake of 72 shares — an estimated $2.76K sold.

Marshall & Sterling Wealth Advisors first reported a position in HDB in Q1 2025 and held it in 2 quarters. The position peaked at $2.76K in Q2 2025. 635 funds tracked by Wall St. Rank hold HDB as of Q3 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining HDFC Bank position as of Q3 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 72 HDFC Bank shares in Q3 2025, an estimated $2.76K.
  • Marshall & Sterling Wealth Advisors first reported a position in HDFC Bank in Q1 2025 and held it in 2 quarters.
  • Marshall & Sterling Wealth Advisors's HDFC Bank position peaked at $2.76K in Q2 2025.
  • 635 funds tracked by Wall St. Rank held HDFC Bank as of Q3 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.