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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 $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

Beacon Pointe Advisors's HD Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Home Depot (HD) stake by 28% in Q1 2026, buying an estimated $13.7M and bringing the position to 169,640 shares worth $55.8M. The position accounts for 0.3% of the portfolio, ranked #75.

Beacon Pointe Advisors first reported a position in HD in Q4 2018 and has held it in 30 quarters since. The position peaked at $65M in Q1 2024. 4,115 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Beacon Pointe Advisors held 169,640 shares of Home Depot worth $55.8M as of Q1 2026.
  • Beacon Pointe Advisors bought 37,507 Home Depot shares in Q1 2026, an estimated $13.7M.
  • Home Depot made up 0.3% of Beacon Pointe Advisors's portfolio in Q1 2026, its #75 holding.
  • Beacon Pointe Advisors first reported a position in Home Depot in Q4 2018 and has held it in 30 quarters since.
  • Beacon Pointe Advisors's Home Depot position peaked at $65M in Q1 2024.
  • 4,115 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.