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Mount Yale Investment Advisors’s HDFC Bank HDB Stock Holding History

Mount Yale Investment 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
2026
Q1 		$450K Sell
18,101
-8,712
-32% -$271K 0.01% 749
2025
Q4 		$980K Buy
26,813
+16,168
+152% +$582K 0.05% 319
2025
Q3 		$364K Buy
10,645
+2,609
+32% +$96.2K 0.03% 478
2025
Q2 		$308K Sell
8,036
-3,126
-28% -$113K 0.02% 442
2025
Q1 		$371K Sell
11,162
-1,142
-9% -$34.8K 0.03% 386
2024
Q4 		$393K Sell
12,304
-438
-3% -$14K 0.03% 380
2024
Q3 		$399K Buy
12,742
+514
+4% +$15.8K 0.04% 375
2024
Q2 		$393K Buy
12,228
+644
+6% +$18.9K 0.03% 386
2024
Q1 		$324K Sell
11,584
-558
-5% -$15.8K 0.02% 431
2023
Q4 		$407K Buy
12,142
+1,960
+19% +$59.1K 0.04% 357
2023
Q3 		$300K Buy
10,182
+2,382
+31% +$77.6K 0.03% 390
2023
Q2 		$272K Buy
7,800
+148
+2% +$4.99K 0.03% 412
2023
Q1 		$255K Buy
7,652
+604
+9% +$20.2K 0.03% 415
2022
Q4 		$241K Buy
+7,048
New +$229K 0.03% 401
2022
Q3 		– Sell
-8,034
Closed -$221K – 460
2022
Q2 		$221K Buy
+8,034
New +$227K 0.03% 420
2021
Q4 		– Sell
-82,842
Closed -$3.03M – 475
2021
Q3 		$3.03M Sell
82,842
-1,354
-2% -$50.2K 0.35% 71
2021
Q2 		$3.08M Sell
84,196
-25,130
-23% -$920K 0.37% 64
2021
Q1 		$4.25M Buy
109,326
+3,066
+3% +$120K 0.55% 43
2020
Q4 		$3.84M Buy
106,260
+32,004
+43% +$1.02M 0.54% 48
2020
Q3 		$1.85M Buy
74,256
+3,152
+4% +$76.5K 0.26% 85
2020
Q2 		$1.62M Sell
71,104
-1,940
-3% -$39.8K 0.29% 84
2020
Q1 		$1.41M Sell
73,044
-23,120
-24% -$622K 0.32% 79
2019
Q4 		$2.75M Sell
96,164
-2,566
-3% -$78.1K 0.48% 48
2019
Q3 		$3.04M Sell
98,730
-4,262
-4% -$121K 0.54% 41
2019
Q2 		$2.86M Sell
102,992
-11,988
-10% -$361K 0.53% 43
2019
Q1 		$3.33M Sell
114,980
-5,420
-5% -$141K 0.62% 39
2018
Q4 		$3.03M Sell
120,400
-21,120
-15% -$499K 0.61% 36
2018
Q3 		$3.27M Sell
141,520
-21,904
-13% -$558K 0.57% 40
2018
Q2 		$4.29M Sell
163,424
-840
-0.5% -$21K 0.81% 31
2018
Q1 		$4.06M Buy
+164,264
New +$4.14M 0.87% 29

Other funds holding HDB

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mount Yale Investment Advisors's HDB Position: Q1 2026 in Review

Mount Yale Investment Advisors reduced its HDFC Bank (HDB) stake by 32% in Q1 2026, selling an estimated $271K and leaving 18,101 shares worth $450K. The position accounts for 0.01% of the portfolio, ranked #749.

Mount Yale Investment Advisors first reported a position in HDB in Q1 2018 and has held it in 30 quarters since. The position peaked at $4.29M in Q2 2018. 600 funds tracked by Wall St. Rank hold HDB as of Q1 2026.

  • Mount Yale Investment Advisors held 18,101 shares of HDFC Bank worth $450K as of Q1 2026.
  • Mount Yale Investment Advisors sold 8,712 HDFC Bank shares in Q1 2026, an estimated $271K.
  • HDFC Bank made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #749 holding.
  • Mount Yale Investment Advisors first reported a position in HDFC Bank in Q1 2018 and has held it in 30 quarters since.
  • Mount Yale Investment Advisors's HDFC Bank position peaked at $4.29M in Q2 2018.
  • 600 funds tracked by Wall St. Rank held HDFC Bank as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.