NW
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NewEdge Wealth’s HDFC Bank HDB Stock Holding History

NewEdge Wealth’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
Q2 		$579K Sell
22,419
-17,609
-44% -$441K 0.01% 818
2026
Q1 		$996K Sell
40,028
-13,369
-25% -$416K 0.01% 626
2025
Q4 		$1.95M Buy
53,397
+3,304
+7% +$119K 0.02% 453
2025
Q3 		$1.79M Buy
50,093
+10,231
+26% +$377K 0.03% 424
2025
Q2 		$1.51M Sell
39,862
-12,788
-24% -$464K 0.02% 444
2025
Q1 		$1.75M Buy
52,650
+2,834
+6% +$86.4K 0.03% 375
2024
Q4 		$1.59M Sell
49,816
-9,096
-15% -$291K 0.03% 402
2024
Q3 		$1.84M Buy
58,912
+19,692
+50% +$605K 0.03% 365
2024
Q2 		$1.26M Sell
39,220
-84
-0.2% -$2.46K 0.03% 383
2024
Q1 		$1.16M Sell
39,304
-24,264
-38% -$688K 0.03% 403
2023
Q4 		$2.13M Buy
63,568
+8,592
+16% +$259K 0.05% 287
2023
Q3 		$1.62M Buy
54,976
+6,674
+14% +$217K 0.05% 292
2023
Q2 		$1.68M Buy
48,302
+3,172
+7% +$107K 0.06% 283
2023
Q1 		$1.5M Buy
45,130
+7,022
+18% +$235K 0.06% 265
2022
Q4 		$1.3M Buy
38,108
+15,668
+70% +$509K 0.06% 258
2022
Q3 		$655K Buy
22,440
+1,662
+8% +$51.1K 0.03% 310
2022
Q2 		$571K Buy
20,778
+11,982
+136% +$338K 0.03% 370
2022
Q1 		$270K Buy
+8,796
New +$286K 0.01% 369

Other funds holding HDB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

NewEdge Wealth's HDB Position: Q2 2026 in Review

NewEdge Wealth reduced its HDFC Bank (HDB) stake by 44% in Q2 2026, selling an estimated $441K and leaving 22,419 shares worth $579K. The position accounts for 0.01% of the portfolio, ranked #818.

NewEdge Wealth first reported a position in HDB in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.13M in Q4 2023. 555 funds tracked by Wall St. Rank hold HDB as of Q2 2026.

  • NewEdge Wealth held 22,419 shares of HDFC Bank worth $579K as of Q2 2026.
  • NewEdge Wealth sold 17,609 HDFC Bank shares in Q2 2026, an estimated $441K.
  • HDFC Bank made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #818 holding.
  • NewEdge Wealth first reported a position in HDFC Bank in Q1 2022 and has held it in 18 quarters since.
  • NewEdge Wealth's HDFC Bank position peaked at $2.13M in Q4 2023.
  • 555 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.