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Baldwin Wealth Partners’s Home Depot HD Stock Holding History

Baldwin Wealth Partners’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 		$792K Sell
2,246
-93
-4% -$30.3K 0.05% 121
2026
Q1 		$769K Sell
2,339
-776
-25% -$283K 0.06% 119
2025
Q4 		$1.07M Sell
3,115
-20
-0.6% -$7.33K 0.07% 109
2025
Q3 		$1.27M Sell
3,135
-475
-13% -$187K 0.08% 99
2025
Q2 		$1.32M Sell
3,610
-179
-5% -$64.8K 0.09% 91
2025
Q1 		$1.39M Sell
3,789
-7
-0.2% -$2.73K 0.1% 91
2024
Q4 		$1.48M Sell
3,796
-849
-18% -$347K 0.1% 92
2024
Q3 		$1.88M Buy
4,645
+2,403
+107% +$876K 0.13% 90
2024
Q2 		$772K Sell
2,242
-1,911
-46% -$652K 0.06% 109
2024
Q1 		$1.59M Sell
4,153
-322
-7% -$118K 0.12% 90
2023
Q4 		$1.55M Sell
4,475
-56
-1% -$17.3K 0.12% 88
2023
Q3 		$1.37M Sell
4,531
-458
-9% -$147K 0.12% 96
2023
Q2 		$1.55M Sell
4,989
-50
-1% -$14.8K 0.13% 98
2023
Q1 		$1.49M Sell
5,039
-37
-0.7% -$11.3K 0.13% 100
2022
Q4 		$1.6M Buy
5,076
+559
+12% +$170K 0.15% 99
2022
Q3 		$1.25M Hold
4,517
– – 0.17% 59
2022
Q2 		$1.24M Sell
4,517
-31
-0.7% -$9.15K 0.16% 65
2022
Q1 		$1.36M Buy
4,548
+1,015
+29% +$352K 0.14% 68
2021
Q4 		$1.47M Buy
3,533
+216
+7% +$82.2K 0.15% 66
2021
Q3 		$1.09M Buy
3,317
+1,394
+72% +$458K 0.12% 68
2021
Q2 		$613K Buy
1,923
+31
+2% +$9.86K 0.07% 100
2021
Q1 		$578K Buy
1,892
+32
+2% +$8.82K 0.07% 96
2020
Q4 		$494K Buy
1,860
+123
+7% +$33.8K 0.06% 101
2020
Q3 		$482K Hold
1,737
– – 0.07% 104
2020
Q2 		$435K Sell
1,737
-75
-4% -$17.2K 0.06% 105
2020
Q1 		$338K Hold
1,812
– – 0.06% 114
2019
Q4 		$396K Hold
1,812
– – 0.06% 128
2019
Q3 		$420K Sell
1,812
-30
-2% -$6.56K 0.06% 116
2019
Q2 		$383K Sell
1,842
-3
-0.2% -$598 0.06% 144
2019
Q1 		$354K Buy
1,845
+32
+2% +$5.87K 0.05% 159
2018
Q4 		$312K Sell
1,813
-25
-1% -$4.48K 0.05% 154
2018
Q3 		$381K Buy
1,838
+95
+5% +$19.1K 0.05% 155
2018
Q2 		$340K Buy
1,743
+90
+5% +$16.8K 0.05% 157
2018
Q1 		$295K Buy
1,653
+199
+14% +$37.3K 0.05% 166
2017
Q4 		$276K Buy
1,454
+100
+7% +$17.3K 0.04% 173
2017
Q3 		$221K Hold
1,354
– – 0.04% 183
2017
Q2 		$208K Hold
1,354
– – 0.03% 185
2017
Q1 		$199K Buy
1,354
+24
+2% +$3.4K 0.03% 189
2016
Q4 		$178K Buy
1,330
+300
+29% +$38.7K 0.03% 186
2016
Q3 		$133K Sell
1,030
-385
-27% -$51.3K 0.02% 200
2016
Q2 		$181K Sell
1,415
-16,828
-92% -$2.23M 0.04% 172
2016
Q1 		$2.43M Sell
18,243
-7,096
-28% -$884K 0.44% 50
2015
Q4 		$3.35M Buy
25,339
+1,257
+5% +$160K 0.55% 49
2015
Q3 		$2.78M Sell
24,082
-158
-0.7% -$18.3K 0.47% 55
2015
Q2 		$2.69M Buy
24,240
+515
+2% +$57.7K 0.4% 62
2015
Q1 		$2.69M Sell
23,725
-116
-0.5% -$12.8K 0.4% 63
2014
Q4 		$2.5M Buy
+23,841
New +$2.32M 0.36% 66
2014
Q2 		– Sell
-9,727
Closed -$770K – 252
2014
Q1 		$770K Sell
9,727
-9,673
-50% -$769K 0.12% 154
2013
Q4 		$1.6M Buy
19,400
+837
+5% +$65.2K 0.26% 88
2013
Q3 		$1.41M Sell
18,563
-18,275
-50% -$1.41M 0.26% 92
2013
Q2 		$2.85M Buy
+36,838
New +$2.77M 0.56% 55

Other funds holding HD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Baldwin Wealth Partners's HD Position: Q2 2026 in Review

Baldwin Wealth Partners reduced its Home Depot (HD) stake by 4% in Q2 2026, selling an estimated $30.3K and leaving 2,246 shares worth $792K. The position accounts for 0.05% of the portfolio, ranked #121.

Baldwin Wealth Partners first reported a position in HD in Q2 2013 and has held it in 51 quarters since. The position peaked at $3.35M in Q4 2015. 1,966 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Baldwin Wealth Partners held 2,246 shares of Home Depot worth $792K as of Q2 2026.
  • Baldwin Wealth Partners sold 93 Home Depot shares in Q2 2026, an estimated $30.3K.
  • Home Depot made up 0.05% of Baldwin Wealth Partners's portfolio in Q2 2026, its #121 holding.
  • Baldwin Wealth Partners first reported a position in Home Depot in Q2 2013 and has held it in 51 quarters since.
  • Baldwin Wealth Partners's Home Depot position peaked at $3.35M in Q4 2015.
  • 1,966 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.