AWM
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AE Wealth Management’s Home Depot HD Stock Holding History

AE Wealth Management’s Portfolio HD Stock Details HD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-600
Closed -$3K – 1518
2020
Q4 		$3K Buy
+600
New +$165K ﹤0.01% 1353

Other funds holding HD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AE Wealth Management's HD Position: Q2 2026 in Review

AE Wealth Management increased its Home Depot (HD) stake by 1.3% in Q2 2026, buying an estimated $677K and bringing the position to 159,504 shares worth $56.3M. The position accounts for 0.26% of the portfolio, ranked #93.

AE Wealth Management first reported a position in HD in Q4 2016 and has held it in 39 quarters since. The position peaked at $79.7M in Q4 2023. 4,100 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • AE Wealth Management held 159,504 shares of Home Depot worth $56.3M as of Q2 2026.
  • AE Wealth Management bought 2,080 Home Depot shares in Q2 2026, an estimated $677K.
  • Home Depot made up 0.26% of AE Wealth Management's portfolio in Q2 2026, its #93 holding.
  • AE Wealth Management first reported a position in Home Depot in Q4 2016 and has held it in 39 quarters since.
  • AE Wealth Management's Home Depot position peaked at $79.7M in Q4 2023.
  • 4,100 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.