Waverly Advisors’s HDFC Bank HDB Stock Holding History

Waverly 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	–	Sell	-9,115	Closed	-$333K	–	1645
2025 Q4	$333K	Buy	+9,115	New	+$328K	﹤0.01%	1167

Other funds holding HDB

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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

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

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 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

Waverly Advisors's HDB Position: Q1 2026 in Review

Waverly Advisors sold out of HDFC Bank (HDB) in Q1 2026, closing a stake of 9,115 shares — an estimated $333K sold.

Waverly Advisors first reported a position in HDB in Q4 2025 and held it in 1 quarter. The position peaked at $333K in Q4 2025. 604 funds tracked by Wall St. Rank hold HDB as of Q1 2026.

Waverly Advisors reported no remaining HDFC Bank position as of Q1 2026 after selling out during the quarter.
Waverly Advisors sold 9,115 HDFC Bank shares in Q1 2026, an estimated $333K.
Waverly Advisors first reported a position in HDFC Bank in Q4 2025 and held it in 1 quarter.
Waverly Advisors's HDFC Bank position peaked at $333K in Q4 2025.
604 funds tracked by Wall St. Rank held HDFC Bank as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.