WA
HDB icon

Wealthstream Advisors’s HDFC Bank HDB Stock Holding History

Wealthstream 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
2025
Q3 		$413K Buy
12,099
+1,013
+9% +$37.3K 0.06% 101
2025
Q2 		$425K Buy
11,086
+2,388
+27% +$86.6K 0.07% 91
2025
Q1 		$289K Buy
8,698
+8
+0.1% +$244 0.05% 118
2024
Q4 		$277K Buy
8,690
+854
+11% +$27.3K 0.05% 121
2024
Q3 		$245K Buy
+7,836
New +$241K 0.04% 131

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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wealthstream Advisors's HDB Position: Q3 2025 in Review

Wealthstream Advisors increased its HDFC Bank (HDB) stake by 9.1% in Q3 2025, buying an estimated $37.3K and bringing the position to 12,099 shares worth $413K. The position accounts for 0.06% of the portfolio, ranked #101.

Wealthstream Advisors first reported a position in HDB in Q3 2024 and has held it in 5 quarters since. The position peaked at $425K in Q2 2025. 635 funds tracked by Wall St. Rank hold HDB as of Q3 2025.

  • Wealthstream Advisors held 12,099 shares of HDFC Bank worth $413K as of Q3 2025.
  • Wealthstream Advisors bought 1,013 HDFC Bank shares in Q3 2025, an estimated $37.3K.
  • HDFC Bank made up 0.06% of Wealthstream Advisors's portfolio in Q3 2025, its #101 holding.
  • Wealthstream Advisors first reported a position in HDFC Bank in Q3 2024 and has held it in 5 quarters since.
  • Wealthstream Advisors's HDFC Bank position peaked at $425K in Q2 2025.
  • 635 funds tracked by Wall St. Rank held HDFC Bank as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.