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Nicola Wealth Management’s HDFC Bank HDB Stock Holding History

Nicola Wealth 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
2026
Q2 		$17.7M Buy
685,000
+147,000
+27% +$3.68M 2.04% 20
2026
Q1 		$13.4M Buy
538,000
+135,000
+33% +$4.2M 1.61% 29
2025
Q4 		$14.7M Buy
403,000
+91,000
+29% +$3.27M 1.34% 27
2025
Q3 		$10.7M Buy
312,000
+82,000
+36% +$3.02M 0.95% 41
2025
Q2 		$8.82M Sell
230,000
-96,000
-29% -$3.48M 0.83% 38
2025
Q1 		$10.8M Hold
326,000
– – 1.06% 41
2024
Q4 		$0 Buy
326,000
+58,000
+22% +$1.86M ﹤0.01% 108
2024
Q3 		$11.3M Hold
268,000
– – 0.9% 42
2024
Q2 		$11.8M Buy
268,000
+130,000
+94% +$3.81M 1.05% 35
2024
Q1 		$5.23M Buy
+138,000
New +$3.91M 0.51% 49
2022
Q3 		– Sell
-66,276
Closed -$1.82M – 138
2022
Q2 		$1.82M Sell
66,276
-82,784
-56% -$2.33M 0.17% 99
2022
Q1 		$4.57M Hold
149,060
– – 0.4% 79
2021
Q4 		$4.87M Hold
149,060
– – 0.46% 77
2021
Q3 		$5.45M Buy
149,060
+21,394
+17% +$793K 0.56% 66
2021
Q2 		$4.67M Hold
127,666
– – 0.48% 83
2021
Q1 		$4.96M Hold
127,666
– – 0.55% 67
2020
Q4 		$4.61M Sell
127,666
-21,200
-14% -$676K 0.57% 63
2020
Q3 		$3.72M Sell
148,866
-34,416
-19% -$835K 0.53% 71
2020
Q2 		$4.17M Buy
183,282
+22,370
+14% +$459K 0.58% 67
2020
Q1 		$4.35M Hold
160,912
– – 0.65% 57
2019
Q4 		$6.62M Hold
160,912
– – 1% 39
2019
Q3 		$6.08M Hold
160,912
– – 0.95% 48
2019
Q2 		$6.85M Hold
160,912
– – 1.14% 39
2019
Q1 		$6.23M Hold
160,912
– – 0.93% 45
2018
Q4 		$5.69M Hold
160,912
– – 0.94% 44
2018
Q3 		$4.89M Sell
160,912
-41,612
-21% -$1.06M 0.84% 51
2018
Q2 		$6.99M Buy
202,524
+14,000
+7% +$350K 1.36% 23
2018
Q1 		$4.66M Buy
+188,524
New +$4.75M 0.94% 44

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

Nicola Wealth Management's HDB Position: Q2 2026 in Review

Nicola Wealth Management increased its HDFC Bank (HDB) stake by 27% in Q2 2026, buying an estimated $3.68M and bringing the position to 685,000 shares worth $17.7M. The position accounts for 2.04% of the portfolio, ranked #20.

Nicola Wealth Management first reported a position in HDB in Q1 2018 and has held it in 28 quarters since. 555 funds tracked by Wall St. Rank hold HDB as of Q2 2026.

  • Nicola Wealth Management held 685,000 shares of HDFC Bank worth $17.7M as of Q2 2026.
  • Nicola Wealth Management bought 147,000 HDFC Bank shares in Q2 2026, an estimated $3.68M.
  • HDFC Bank made up 2.04% of Nicola Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Nicola Wealth Management first reported a position in HDFC Bank in Q1 2018 and has held it in 28 quarters since.
  • 555 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2026.

Based on Nicola Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.