Baron Wealth Management’s Home Depot HD Stock Holding History

Baron 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	$276K	Buy	782 +94	+14%	+$30.6K	0.07%	211
2026 Q1	$226K	Sell	688 -338	-33%	-$123K	0.07%	233
2025 Q4	$353K	Buy	1,026 +258	+34%	+$94.5K	0.11%	148
2025 Q3	$311K	Buy	768 +43	+6%	+$16.9K	0.1%	150
2025 Q2	$266K	Buy	+725	New	+$262K	0.09%	157
2025 Q1	–	Sell	-803	Closed	-$312K	–	222
2024 Q4	$312K	Buy	803 +23	+3%	+$9.4K	0.15%	116
2024 Q3	$316K	Buy	+780	New	+$284K	0.15%	115
2024 Q2	–	Sell	-564	Closed	-$217K	–	195
2024 Q1	$217K	Buy	+564	New	+$206K	0.12%	168

Other funds holding HD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Baron Wealth Management increased its Home Depot (HD) stake by 14% in Q2 2026, buying an estimated $30.6K and bringing the position to 782 shares worth $276K. The position accounts for 0.07% of the portfolio, ranked #211.

Baron Wealth Management first reported a position in HD in Q1 2024 and has held it in 8 quarters since. The position peaked at $353K in Q4 2025. 765 funds tracked by Wall St. Rank hold HD as of Q2 2026.

Baron Wealth Management held 782 shares of Home Depot worth $276K as of Q2 2026.
Baron Wealth Management bought 94 Home Depot shares in Q2 2026, an estimated $30.6K.
Home Depot made up 0.07% of Baron Wealth Management's portfolio in Q2 2026, its #211 holding.
Baron Wealth Management first reported a position in Home Depot in Q1 2024 and has held it in 8 quarters since.
Baron Wealth Management's Home Depot position peaked at $353K in Q4 2025.
765 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.