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Morningstar Investment Management’s HDFC Bank HDB Stock Holding History

Morningstar Investment 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
2025
Q4 		– Sell
-200,180
Closed -$6.84M – 387
2025
Q3 		$6.84M Buy
+200,180
New +$7.38M 0.25% 102

Other funds holding HDB

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Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
HL
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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

Morningstar Investment Management's HDB Position: Q4 2025 in Review

Morningstar Investment Management sold out of HDFC Bank (HDB) in Q4 2025, closing a stake of 200,180 shares — an estimated $6.84M sold.

Morningstar Investment Management first reported a position in HDB in Q3 2025 and held it in 1 quarter. The position peaked at $6.84M in Q3 2025. 661 funds tracked by Wall St. Rank hold HDB as of Q4 2025.

  • Morningstar Investment Management reported no remaining HDFC Bank position as of Q4 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 200,180 HDFC Bank shares in Q4 2025, an estimated $6.84M.
  • Morningstar Investment Management first reported a position in HDFC Bank in Q3 2025 and held it in 1 quarter.
  • Morningstar Investment Management's HDFC Bank position peaked at $6.84M in Q3 2025.
  • 661 funds tracked by Wall St. Rank held HDFC Bank as of Q4 2025.

Based on Morningstar Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.