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Montag & Associates’s HDFC Bank HDB Stock Holding History

Montag & Associates’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
Q4 		– Sell
-66
Closed -$2.25K – 1048
2025
Q3 		$2.25K Buy
+66
New +$2.43K ﹤0.01% 902
2024
Q1 		– Sell
-338
Closed -$11.3K – 992
2023
Q4 		$11.3K Hold
338
– – ﹤0.01% 762
2023
Q3 		$9.97K Buy
338
+56
+20% +$1.82K ﹤0.01% 743
2023
Q2 		$9.83K Buy
282
+66
+31% +$2.23K ﹤0.01% 760
2023
Q1 		$7.2K Hold
216
– – ﹤0.01% 784
2022
Q4 		$7.39K Buy
+216
New +$7.01K ﹤0.01% 775
2018
Q3 		– Sell
-25,380
Closed -$666K – 327
2018
Q2 		$666K Hold
25,380
– – 0.07% 193
2018
Q1 		$627K Hold
25,380
– – 0.06% 204
2017
Q4 		$645K Buy
+25,380
New +$608K 0.06% 201

Other funds holding HDB

GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 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
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Montag & Associates's HDB Position: Q4 2025 in Review

Montag & Associates sold out of HDFC Bank (HDB) in Q4 2025, closing a stake of 66 shares — an estimated $2.25K sold.

Montag & Associates first reported a position in HDB in Q4 2017 and held it in 9 quarters. The position peaked at $666K in Q2 2018. 661 funds tracked by Wall St. Rank hold HDB as of Q4 2025.

  • Montag & Associates reported no remaining HDFC Bank position as of Q4 2025 after selling out during the quarter.
  • Montag & Associates sold 66 HDFC Bank shares in Q4 2025, an estimated $2.25K.
  • Montag & Associates first reported a position in HDFC Bank in Q4 2017 and held it in 9 quarters.
  • Montag & Associates's HDFC Bank position peaked at $666K in Q2 2018.
  • 661 funds tracked by Wall St. Rank held HDFC Bank as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.