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Baker Tilly Wealth Management’s Home Depot HD Stock Holding History

Baker Tilly 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
2026
Q2 		$1.05M Sell
2,990
-624
-17% -$203K 0.22% 83
2026
Q1 		$1.19M Buy
3,614
+41
+1% +$14.9K 0.29% 65
2025
Q4 		$1.23M Sell
3,573
-14
-0.4% -$5.13K 0.3% 59
2025
Q3 		$1.45M Buy
3,587
+97
+3% +$38.1K 0.33% 53
2025
Q2 		$1.28M Buy
3,490
+109
+3% +$39.4K 0.46% 40
2025
Q1 		$1.24M Buy
3,381
+42
+1% +$16.4K 0.49% 42
2024
Q4 		$1.3M Sell
3,339
-132
-4% -$53.9K 0.51% 39
2024
Q3 		$1.41M Buy
3,471
+15
+0.4% +$5.47K 0.62% 28
2024
Q2 		$1.19M Sell
3,456
-3,313
-49% -$1.13M 0.49% 39
2024
Q1 		$2.6M Sell
6,769
-1,490
-18% -$544K 0.47% 47
2023
Q4 		$2.86M Sell
8,259
-1,225
-13% -$379K 0.47% 39
2023
Q3 		$2.87M Sell
9,484
-5,540
-37% -$1.78M 0.47% 43
2023
Q2 		$4.67M Buy
15,024
+485
+3% +$143K 0.49% 42
2023
Q1 		$4.29M Buy
14,539
+859
+6% +$263K 0.48% 44
2022
Q4 		$4.32M Sell
13,680
-6
-0% -$1.83K 0.53% 46
2022
Q3 		$3.78M Sell
13,686
-1,356
-9% -$400K 0.51% 42
2022
Q2 		$4.13M Sell
15,042
-245
-2% -$72.3K 0.54% 41
2022
Q1 		$4.58M Buy
15,287
+1,022
+7% +$355K 0.51% 42
2021
Q4 		$5.92M Buy
14,265
+1,824
+15% +$694K 0.64% 30
2021
Q3 		$4.08M Buy
12,441
+2,304
+23% +$756K 0.54% 36
2021
Q2 		$3.23M Buy
10,137
+1,395
+16% +$444K 0.52% 40
2021
Q1 		$2.67M Buy
8,742
+4,399
+101% +$1.21M 0.55% 37
2020
Q4 		$1.15M Buy
+4,343
New +$1.19M 0.36% 68

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

Baker Tilly Wealth Management's HD Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its Home Depot (HD) stake by 17% in Q2 2026, selling an estimated $203K and leaving 2,990 shares worth $1.05M. The position accounts for 0.22% of the portfolio, ranked #83.

Baker Tilly Wealth Management first reported a position in HD in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.92M in Q4 2021. 4,088 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Baker Tilly Wealth Management held 2,990 shares of Home Depot worth $1.05M as of Q2 2026.
  • Baker Tilly Wealth Management sold 624 Home Depot shares in Q2 2026, an estimated $203K.
  • Home Depot made up 0.22% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #83 holding.
  • Baker Tilly Wealth Management first reported a position in Home Depot in Q4 2020 and has held it in 23 quarters since.
  • Baker Tilly Wealth Management's Home Depot position peaked at $5.92M in Q4 2021.
  • 4,088 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.