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Baron Silver Stevens Financial Advisors’s Home Depot HD Stock Holding History

Baron Silver Stevens Financial Advisors’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
Q1 		$600K Sell
1,824
-256
-12% -$93.3K 0.09% 77
2025
Q4 		$716K Sell
2,080
-120
-5% -$44K 0.1% 72
2025
Q3 		$892K Sell
2,200
-50
-2% -$19.7K 0.13% 62
2025
Q2 		$825K Buy
2,250
+74
+3% +$26.8K 0.13% 64
2025
Q1 		$798K Buy
2,176
+18
+0.8% +$7.01K 0.14% 59
2024
Q4 		$840K Buy
2,158
+301
+16% +$123K 0.14% 59
2024
Q3 		$753K Sell
1,857
-33
-2% -$12K 0.13% 61
2024
Q2 		$651K Sell
1,890
-205
-10% -$69.9K 0.12% 62
2024
Q1 		$804K Buy
2,095
+392
+23% +$143K 0.16% 58
2023
Q4 		$590K Buy
1,703
+150
+10% +$46.5K 0.12% 60
2023
Q3 		$469K Buy
1,553
+25
+2% +$8.04K 0.11% 61
2023
Q2 		$475K Sell
1,528
-19
-1% -$5.61K 0.1% 63
2023
Q1 		$457K Buy
1,547
+41
+3% +$12.6K 0.12% 60
2022
Q4 		$476K Buy
+1,506
New +$459K 0.12% 54
2022
Q3 		– Sell
-1,732
Closed -$475K – 120
2022
Q2 		$475K Buy
1,732
+281
+19% +$83K 0.12% 58
2022
Q1 		$434K Buy
1,451
+68
+5% +$23.6K 0.1% 58
2021
Q4 		$574K Buy
1,383
+178
+15% +$67.8K 0.14% 44
2021
Q3 		$395K Buy
1,205
+178
+17% +$58.4K 0.11% 53
2021
Q2 		$327K Buy
1,027
+237
+30% +$75.4K 0.09% 60
2021
Q1 		$241K Buy
790
+10
+1% +$2.76K 0.13% 44
2020
Q4 		$207K Buy
+780
New +$214K 0.07% 60

Other funds holding HD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's HD Position: Q1 2026 in Review

Baron Silver Stevens Financial Advisors reduced its Home Depot (HD) stake by 12% in Q1 2026, selling an estimated $93.3K and leaving 1,824 shares worth $600K. The position accounts for 0.09% of the portfolio, ranked #77.

Baron Silver Stevens Financial Advisors first reported a position in HD in Q4 2020 and has held it in 21 quarters since. The position peaked at $892K in Q3 2025. 4,116 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Baron Silver Stevens Financial Advisors held 1,824 shares of Home Depot worth $600K as of Q1 2026.
  • Baron Silver Stevens Financial Advisors sold 256 Home Depot shares in Q1 2026, an estimated $93.3K.
  • Home Depot made up 0.09% of Baron Silver Stevens Financial Advisors's portfolio in Q1 2026, its #77 holding.
  • Baron Silver Stevens Financial Advisors first reported a position in Home Depot in Q4 2020 and has held it in 21 quarters since.
  • Baron Silver Stevens Financial Advisors's Home Depot position peaked at $892K in Q3 2025.
  • 4,116 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.