Wealth Enhancement Advisory Services
HDB icon

Wealth Enhancement Advisory Services’s HDFC Bank HDB Stock Holding History

Wealth Enhancement Advisory Services’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 		$305K Sell
11,506
-978
-8% -$24.5K ﹤0.01% 3188
2026
Q1 		$310K Sell
12,484
-10,074
-45% -$313K ﹤0.01% 2738
2025
Q4 		$754K Buy
22,558
+1,073
+5% +$38.6K ﹤0.01% 2154
2025
Q3 		$750K Sell
21,485
-1,215
-5% -$44.8K ﹤0.01% 2053
2025
Q2 		$869K Buy
22,700
+5,560
+32% +$202K ﹤0.01% 1839
2025
Q1 		$569K Buy
17,140
+4,730
+38% +$144K ﹤0.01% 1965
2024
Q4 		$396K Buy
12,410
+3,382
+37% +$108K ﹤0.01% 2159
2024
Q3 		$282K Buy
9,028
+2,796
+45% +$85.9K ﹤0.01% 2220
2024
Q2 		$200K Sell
6,232
-1,334
-18% -$39.1K ﹤0.01% 2301
2024
Q1 		$212K Sell
7,566
-652
-8% -$18.5K ﹤0.01% 2160
2023
Q4 		$276K Sell
8,218
-24
-0.3% -$724 ﹤0.01% 1877
2023
Q3 		$243K Buy
+8,242
New +$268K ﹤0.01% 1871

Other funds holding HDB

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
NC
Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return

Wealth Enhancement Advisory Services's HDB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its HDFC Bank (HDB) stake by 7.8% in Q2 2026, selling an estimated $24.5K and leaving 11,506 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #3188.

Wealth Enhancement Advisory Services first reported a position in HDB in Q3 2023 and has held it in 12 quarters since. The position peaked at $869K in Q2 2025. 77 funds tracked by Wall St. Rank hold HDB as of Q2 2026.

  • Wealth Enhancement Advisory Services held 11,506 shares of HDFC Bank worth $305K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 978 HDFC Bank shares in Q2 2026, an estimated $24.5K.
  • HDFC Bank made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3188 holding.
  • Wealth Enhancement Advisory Services first reported a position in HDFC Bank in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's HDFC Bank position peaked at $869K in Q2 2025.
  • 77 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.