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SHP Wealth Management’s HDFC Bank HDB Stock Holding History

SHP 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
Q1 		$1.21K Sell
49
-114
-70% -$3.54K ﹤0.01% 1408
2025
Q4 		$5.95K Buy
+163
New +$5.86K ﹤0.01% 947

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 $204B AUM 27.99% 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 $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

SHP Wealth Management's HDB Position: Q1 2026 in Review

SHP Wealth Management reduced its HDFC Bank (HDB) stake by 70% in Q1 2026, selling an estimated $3.54K and leaving 49 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1408.

SHP Wealth Management first reported a position in HDB in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.95K in Q4 2025. 601 funds tracked by Wall St. Rank hold HDB as of Q1 2026.

  • SHP Wealth Management held 49 shares of HDFC Bank worth $1.21K as of Q1 2026.
  • SHP Wealth Management sold 114 HDFC Bank shares in Q1 2026, an estimated $3.54K.
  • HDFC Bank made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1408 holding.
  • SHP Wealth Management first reported a position in HDFC Bank in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's HDFC Bank position peaked at $5.95K in Q4 2025.
  • 601 funds tracked by Wall St. Rank held HDFC Bank as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.