WIM
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Waverton Investment Management’s HDFC Bank HDB Stock Holding History

Waverton Investment 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
-52,100
Closed -$1.78M – 44
2025
Q3 		$1.78M Buy
52,100
+1,700
+3% +$62.7K 0.02% 57
2025
Q2 		$1.93M Sell
50,400
-406
-0.8% -$14.7K 0.03% 60
2025
Q1 		$1.69M Buy
50,806
+10,880
+27% +$332K 0.03% 63
2024
Q4 		$1.27M Buy
39,926
+406
+1% +$13K 0.02% 62
2024
Q3 		$1.24M Hold
39,520
– – 0.02% 62
2024
Q2 		$1.27M Buy
+39,520
New +$1.16M 0.02% 63

Other funds holding HDB

GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Waverton Investment Management's HDB Position: Q4 2025 in Review

Waverton Investment Management sold out of HDFC Bank (HDB) in Q4 2025, closing a stake of 52,100 shares — an estimated $1.78M sold.

Waverton Investment Management first reported a position in HDB in Q2 2024 and held it in 6 quarters. The position peaked at $1.93M in Q2 2025. 658 funds tracked by Wall St. Rank hold HDB as of Q4 2025.

  • Waverton Investment Management reported no remaining HDFC Bank position as of Q4 2025 after selling out during the quarter.
  • Waverton Investment Management sold 52,100 HDFC Bank shares in Q4 2025, an estimated $1.78M.
  • Waverton Investment Management first reported a position in HDFC Bank in Q2 2024 and held it in 6 quarters.
  • Waverton Investment Management's HDFC Bank position peaked at $1.93M in Q2 2025.
  • 658 funds tracked by Wall St. Rank held HDFC Bank as of Q4 2025.

Based on Waverton Investment Management's 13F filing for Q4 2025.