Mount Yale Investment Advisors’s HDFC Bank HDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $452K | Sell |
17,496
-605
| -3% | -$15.2K | 0.01% | 819 |
|
|
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
Mount Yale Investment Advisors's HDB Position: Q2 2026 in Review
Mount Yale Investment Advisors reduced its HDFC Bank (HDB) stake by 3.3% in Q2 2026, selling an estimated $15.2K and leaving 17,496 shares worth $452K. The position accounts for 0.01% of the portfolio, ranked #819.
Mount Yale Investment Advisors first reported a position in HDB in Q1 2018 and has held it in 31 quarters since. The position peaked at $4.29M in Q2 2018. 555 funds tracked by Wall St. Rank hold HDB as of Q2 2026.
- Mount Yale Investment Advisors held 17,496 shares of HDFC Bank worth $452K as of Q2 2026.
- Mount Yale Investment Advisors sold 605 HDFC Bank shares in Q2 2026, an estimated $15.2K.
- HDFC Bank made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #819 holding.
- Mount Yale Investment Advisors first reported a position in HDFC Bank in Q1 2018 and has held it in 31 quarters since.
- Mount Yale Investment Advisors's HDFC Bank position peaked at $4.29M in Q2 2018.
- 555 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.