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Wealthspire Advisors (New York)’s HDFC Bank HDB Stock Holding History

Wealthspire Advisors (New York)’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
-7,406
Closed -$271K – 1004
2025
Q4 		$271K Buy
7,406
+5,600
+310% +$201K ﹤0.01% 851
2025
Q3 		$61.7K Buy
+1,806
New +$66.6K ﹤0.01% 1162

Other funds holding HDB

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GQG Partners
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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

Wealthspire Advisors (New York)'s HDB Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of HDFC Bank (HDB) in Q1 2026, closing a stake of 7,406 shares — an estimated $271K sold.

Wealthspire Advisors (New York) first reported a position in HDB in Q3 2025 and held it in 2 quarters. The position peaked at $271K in Q4 2025. 601 funds tracked by Wall St. Rank hold HDB as of Q1 2026.

  • Wealthspire Advisors (New York) reported no remaining HDFC Bank position as of Q1 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 7,406 HDFC Bank shares in Q1 2026, an estimated $271K.
  • Wealthspire Advisors (New York) first reported a position in HDFC Bank in Q3 2025 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s HDFC Bank position peaked at $271K in Q4 2025.
  • 601 funds tracked by Wall St. Rank held HDFC Bank as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.