Tower View Wealth Management’s HDFC Bank HDB Stock Holding History

Tower View 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
2025 Q4	–	Sell	-88,600	Closed	-$3.03M	–	180
2025 Q3	$3.03M	Buy	88,600 +23,058	+35%	+$850K	1.57%	27
2025 Q2	$2.51M	Buy	+65,542	New	+$2.38M	1.3%	31
2018 Q3	–	Sell	-25,420	Closed	-$667K	–	162
2018 Q2	$667K	Buy	25,420 +780	+3%	+$19.5K	0.63%	51
2018 Q1	$608K	Buy	+24,640	New	+$621K	0.61%	52

Other funds holding HDB

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 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

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

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

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Tower View Wealth Management's HDB Position: Q4 2025 in Review

Tower View Wealth Management sold out of HDFC Bank (HDB) in Q4 2025, closing a stake of 88,600 shares — an estimated $3.03M sold.

Tower View Wealth Management first reported a position in HDB in Q1 2018 and held it in 4 quarters. The position peaked at $3.03M in Q3 2025. 661 funds tracked by Wall St. Rank hold HDB as of Q4 2025.

Tower View Wealth Management reported no remaining HDFC Bank position as of Q4 2025 after selling out during the quarter.
Tower View Wealth Management sold 88,600 HDFC Bank shares in Q4 2025, an estimated $3.03M.
Tower View Wealth Management first reported a position in HDFC Bank in Q1 2018 and held it in 4 quarters.
Tower View Wealth Management's HDFC Bank position peaked at $3.03M in Q3 2025.
661 funds tracked by Wall St. Rank held HDFC Bank as of Q4 2025.

Based on Tower View Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.