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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
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

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 $70.2B AUM 29.99% 1-Year Est. Return

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

Physician Wealth Advisors increased its HDFC Bank (HDB) stake by 2.7% in Q1 2026, buying an estimated $1.03K and bringing the position to 1,236 shares worth $30.8K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

Physician Wealth Advisors first reported a position in HDB in Q4 2024 and has held it in 6 quarters since. The position peaked at $77.5K in Q4 2024. 600 funds tracked by Wall St. Rank hold HDB as of Q1 2026.

  • Physician Wealth Advisors held 1,236 shares of HDFC Bank worth $30.8K as of Q1 2026.
  • Physician Wealth Advisors bought 33 HDFC Bank shares in Q1 2026, an estimated $1.03K.
  • HDFC Bank made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q1 2026, its #518 holding.
  • Physician Wealth Advisors first reported a position in HDFC Bank in Q4 2024 and has held it in 6 quarters since.
  • Physician Wealth Advisors's HDFC Bank position peaked at $77.5K in Q4 2024.
  • 600 funds tracked by Wall St. Rank held HDFC Bank as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.