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One Wealth Advisors’s HDFC Bank HDB Stock Holding History

One Wealth 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 		$678K Sell
27,244
-51
-0.2% -$1.58K 0.08% 128
2025
Q4 		$997K Sell
27,295
-134
-0.5% -$4.82K 0.12% 94
2025
Q3 		$937K Buy
27,429
+433
+2% +$16K 0.12% 100
2025
Q2 		$1.03M Buy
26,996
+588
+2% +$21.3K 0.14% 86
2025
Q1 		$877K Buy
26,408
+2,296
+10% +$70K 0.13% 100
2024
Q4 		$770K Sell
24,112
-2,730
-10% -$87.3K 0.11% 93
2024
Q3 		$840K Buy
26,842
+13,758
+105% +$423K 0.13% 86
2024
Q2 		$402K Buy
13,084
+232
+2% +$6.79K 0.09% 129
2024
Q1 		$360K Buy
12,852
+2,996
+30% +$85K 0.06% 161
2023
Q4 		$331K Buy
+9,856
New +$297K 0.06% 148
2023
Q3 		– Sell
-6,280
Closed -$219K – 201
2023
Q2 		$219K Sell
6,280
-36
-0.6% -$1.21K 0.05% 193
2023
Q1 		$211K Sell
6,316
-28
-0.4% -$936 0.05% 190
2022
Q4 		$217K Buy
+6,344
New +$206K 0.05% 176
2021
Q4 		– Sell
-5,932
Closed -$217K – 206
2021
Q3 		$217K Buy
5,932
+130
+2% +$4.82K 0.06% 194
2021
Q2 		$212K Buy
5,802
+660
+13% +$24.2K 0.07% 163
2021
Q1 		$200K Buy
+5,142
New +$202K 0.08% 151
2019
Q2 		– Sell
-4,908
Closed -$142K – 267
2019
Q1 		$142K Buy
+4,908
New +$127K 0.12% 151
2018
Q4 		– Sell
-4,708
Closed -$111K – 258
2018
Q3 		$111K Sell
4,708
-36
-0.8% -$918 0.08% 184
2018
Q2 		$125K Sell
4,744
-24
-0.5% -$599 0.1% 167
2018
Q1 		$118K Sell
4,768
-48
-1% -$1.21K 0.1% 157
2017
Q4 		$122K Buy
+4,816
New +$115K 0.1% 170

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

One Wealth Advisors's HDB Position: Q1 2026 in Review

One Wealth Advisors reduced its HDFC Bank (HDB) stake by 0.19% in Q1 2026, selling an estimated $1.58K and leaving 27,244 shares worth $678K. The position accounts for 0.08% of the portfolio, ranked #128.

One Wealth Advisors first reported a position in HDB in Q4 2017 and has held it in 21 quarters since. The position peaked at $1.03M in Q2 2025. 600 funds tracked by Wall St. Rank hold HDB as of Q1 2026.

  • One Wealth Advisors held 27,244 shares of HDFC Bank worth $678K as of Q1 2026.
  • One Wealth Advisors sold 51 HDFC Bank shares in Q1 2026, an estimated $1.58K.
  • HDFC Bank made up 0.08% of One Wealth Advisors's portfolio in Q1 2026, its #128 holding.
  • One Wealth Advisors first reported a position in HDFC Bank in Q4 2017 and has held it in 21 quarters since.
  • One Wealth Advisors's HDFC Bank position peaked at $1.03M in Q2 2025.
  • 600 funds tracked by Wall St. Rank held HDFC Bank as of Q1 2026.

Based on One Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.