Polen Capital Management
HDB icon

Polen Capital Management’s HDFC Bank HDB Stock Holding History

Polen Capital 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 		– Sell
-23,926
Closed -$595K – 247
2026
Q1 		$595K Sell
23,926
-343,081
-93% -$10.7M ﹤0.01% 171
2025
Q4 		$13.4M Sell
367,007
-226,353
-38% -$8.14M 0.06% 38
2025
Q3 		$20.3M Sell
593,360
-547,998
-48% -$20.2M 0.07% 40
2025
Q2 		$43.8M Sell
1,141,358
-160,768
-12% -$5.83M 0.13% 31
2025
Q1 		$43.3M Sell
1,302,126
-247,034
-16% -$7.53M 0.14% 37
2024
Q4 		$49.5M Sell
1,549,160
-128,918
-8% -$4.12M 0.13% 34
2024
Q3 		$52.5M Sell
1,678,078
-28,778
-2% -$884K 0.14% 34
2024
Q2 		$54.9M Buy
1,706,856
+285,756
+20% +$8.37M 0.14% 32
2024
Q1 		$39.8M Buy
1,421,100
+294,446
+26% +$8.35M 0.09% 35
2023
Q4 		$5.17M Buy
1,126,654
+180,428
+19% +$5.44M 0.01% 74
2023
Q3 		$27.9M Buy
946,226
+22,952
+2% +$748K 0.07% 39
2023
Q2 		$32.2M Buy
923,274
+330,844
+56% +$11.2M 0.08% 36
2023
Q1 		$19.7M Sell
592,430
-37,302
-6% -$1.25M 0.05% 37
2022
Q4 		$21.5M Buy
+629,732
New +$20.4M 0.06% 38

Other funds holding HDB

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Royal Bank of Canada
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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

Polen Capital Management's HDB Position: Q2 2026 in Review

Polen Capital Management sold out of HDFC Bank (HDB) in Q2 2026, closing a stake of 23,926 shares — an estimated $595K sold.

Polen Capital Management first reported a position in HDB in Q4 2022 and held it in 14 quarters. The position peaked at $54.9M in Q2 2024. 553 funds tracked by Wall St. Rank hold HDB as of Q2 2026.

  • Polen Capital Management reported no remaining HDFC Bank position as of Q2 2026 after selling out during the quarter.
  • Polen Capital Management sold 23,926 HDFC Bank shares in Q2 2026, an estimated $595K.
  • Polen Capital Management first reported a position in HDFC Bank in Q4 2022 and held it in 14 quarters.
  • Polen Capital Management's HDFC Bank position peaked at $54.9M in Q2 2024.
  • 553 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.