Physician Wealth Advisors’s HDFC Bank HDB Stock Holding History

Physician 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 Q2	$26.1K	Sell	1,012 -224	-18%	-$5.61K	﹤0.01%	588
2026 Q1	$30.8K	Buy	1,236 +33	+3%	+$1.03K	﹤0.01%	518
2025 Q4	$44K	Sell	1,203 -349	-22%	-$12.6K	0.01%	418
2025 Q3	$53K	Sell	1,552 -34	-2%	-$1.25K	0.01%	372
2025 Q2	$60.8K	Sell	1,586 -146	-8%	-$5.29K	0.01%	317
2025 Q1	$57.5K	Sell	1,732 -694	-29%	-$21.2K	0.01%	311
2024 Q4	$77.5K	Buy	+2,426	New	+$77.6K	0.01%	286

Other funds holding HDB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Physician Wealth Advisors's HDB Position: Q2 2026 in Review

Physician Wealth Advisors reduced its HDFC Bank (HDB) stake by 18% in Q2 2026, selling an estimated $5.61K and leaving 1,012 shares worth $26.1K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

Physician Wealth Advisors first reported a position in HDB in Q4 2024 and has held it in 7 quarters since. The position peaked at $77.5K in Q4 2024. 556 funds tracked by Wall St. Rank hold HDB as of Q2 2026.

Physician Wealth Advisors held 1,012 shares of HDFC Bank worth $26.1K as of Q2 2026.
Physician Wealth Advisors sold 224 HDFC Bank shares in Q2 2026, an estimated $5.61K.
HDFC Bank made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #588 holding.
Physician Wealth Advisors first reported a position in HDFC Bank in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's HDFC Bank position peaked at $77.5K in Q4 2024.
556 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.