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Beacon Pointe Advisors’s Home Depot HD Stock Holding History

Beacon Pointe 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
2025
Q3 		– Sell
-800
Closed -$293K – 1441
2025
Q2 		$293K Hold
800
– – ﹤0.01% 1059
2025
Q1 		$293K Buy
+800
New +$312K ﹤0.01% 1033

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

Beacon Pointe Advisors's HD Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Home Depot (HD) stake by 18% in Q2 2026, selling an estimated $9.94M and leaving 139,098 shares worth $49.1M. The position accounts for 0.23% of the portfolio, ranked #98.

Beacon Pointe Advisors first reported a position in HD in Q4 2018 and has held it in 31 quarters since. The position peaked at $65M in Q1 2024. 4,103 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Beacon Pointe Advisors held 139,098 shares of Home Depot worth $49.1M as of Q2 2026.
  • Beacon Pointe Advisors sold 30,542 Home Depot shares in Q2 2026, an estimated $9.94M.
  • Home Depot made up 0.23% of Beacon Pointe Advisors's portfolio in Q2 2026, its #98 holding.
  • Beacon Pointe Advisors first reported a position in Home Depot in Q4 2018 and has held it in 31 quarters since.
  • Beacon Pointe Advisors's Home Depot position peaked at $65M in Q1 2024.
  • 4,103 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.