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BCS Private Wealth Management’s Home Depot HD Stock Holding History

BCS Private 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 		$522K Sell
1,479
-1,227
-45% -$399K 0.16% 97
2026
Q1 		$890K Buy
2,706
+1,177
+77% +$429K 0.27% 71
2025
Q4 		$526K Sell
1,529
-1,034
-40% -$379K 0.18% 88
2025
Q3 		$1.04M Buy
2,563
+85
+3% +$33.4K 0.37% 54
2025
Q2 		$909K Buy
+2,478
New +$897K 0.34% 58

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

BCS Private Wealth Management's HD Position: Q2 2026 in Review

BCS Private Wealth Management reduced its Home Depot (HD) stake by 45% in Q2 2026, selling an estimated $399K and leaving 1,479 shares worth $522K. The position accounts for 0.16% of the portfolio, ranked #97.

BCS Private Wealth Management first reported a position in HD in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.04M in Q3 2025. 4,100 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • BCS Private Wealth Management held 1,479 shares of Home Depot worth $522K as of Q2 2026.
  • BCS Private Wealth Management sold 1,227 Home Depot shares in Q2 2026, an estimated $399K.
  • Home Depot made up 0.16% of BCS Private Wealth Management's portfolio in Q2 2026, its #97 holding.
  • BCS Private Wealth Management first reported a position in Home Depot in Q2 2025 and has held it in 5 quarters since.
  • BCS Private Wealth Management's Home Depot position peaked at $1.04M in Q3 2025.
  • 4,100 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on BCS Private Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.