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Bell & Brown Wealth Advisors’s Home Depot HD Stock Holding History

Bell & Brown Wealth 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
Q2 		$3.71M Buy
10,524
+550
+6% +$179K 1.12% 34
2026
Q1 		$3.28M Buy
9,974
+135
+1% +$49.2K 1.06% 40
2025
Q4 		$3.39M Buy
9,839
+281
+3% +$103K 1.09% 36
2025
Q3 		$3.87M Sell
9,558
-53
-0.6% -$20.8K 1.27% 31
2025
Q2 		$3.52M Buy
9,611
+82
+0.9% +$29.7K 1.26% 32
2025
Q1 		$3.49M Buy
9,529
+236
+3% +$92K 1.36% 31
2024
Q4 		$3.62M Buy
9,293
+75
+0.8% +$30.6K 1.35% 28
2024
Q3 		$3.74M Buy
9,218
+160
+2% +$58.4K 1.46% 28
2024
Q2 		$3.12M Buy
9,058
+694
+8% +$237K 1.19% 27
2024
Q1 		$3.21M Sell
8,364
-73
-0.9% -$26.7K 1.37% 27
2023
Q4 		$2.92M Buy
+8,437
New +$2.61M 1.36% 28
2023
Q2 		$2.57M Buy
8,268
+101
+1% +$29.8K 1.29% 35
2023
Q1 		$2.41M Buy
8,167
+269
+3% +$82.5K 1.28% 36
2022
Q4 		$2.49M Buy
7,898
+74
+0.9% +$22.5K 1.37% 32
2022
Q3 		$2.16M Buy
7,824
+253
+3% +$74.7K 1.33% 32
2022
Q2 		$2.08M Buy
7,571
+363
+5% +$107K 1.11% 40
2022
Q1 		$2.16M Buy
7,208
+143
+2% +$49.6K 0.98% 44
2021
Q4 		$2.58M Buy
7,065
+1,351
+24% +$514K 1.25% 33
2021
Q3 		$1.88M Buy
+5,714
New +$1.88M 1.01% 40
2020
Q3 		$1.61M Buy
5,677
+102
+2% +$27.6K 1.17% 33
2020
Q2 		$1.49M Sell
5,575
-113
-2% -$25.9K 1.16% 33
2020
Q1 		$1.34M Buy
5,688
+323
+6% +$70.9K 1.24% 33
2019
Q4 		$1.2M Sell
5,365
-45
-0.8% -$10.2K 0.9% 45
2019
Q3 		$1.25M Sell
5,410
-235
-4% -$51.4K 1.03% 41
2019
Q2 		$1.17M Buy
5,645
+71
+1% +$14.2K 1.03% 42
2019
Q1 		$1.07M Buy
5,574
+316
+6% +$58K 0.98% 44
2018
Q4 		$903K Buy
5,258
+3,697
+237% +$663K 0.97% 43
2018
Q3 		$275K Buy
1,561
+90
+6% +$18.1K 0.26% 77
2018
Q2 		$287K Sell
1,471
-50
-3% -$9.34K 0.28% 74
2018
Q1 		$278K Buy
1,521
+150
+11% +$28.1K 0.29% 77
2017
Q4 		$260K Buy
+1,371
New +$237K 0.27% 74

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

Bell & Brown Wealth Advisors's HD Position: Q2 2026 in Review

Bell & Brown Wealth Advisors increased its Home Depot (HD) stake by 5.5% in Q2 2026, buying an estimated $179K and bringing the position to 10,524 shares worth $3.71M. The position accounts for 1.12% of the portfolio, ranked #34.

Bell & Brown Wealth Advisors first reported a position in HD in Q4 2017 and has held it in 31 quarters since. The position peaked at $3.87M in Q3 2025. 4,100 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Bell & Brown Wealth Advisors held 10,524 shares of Home Depot worth $3.71M as of Q2 2026.
  • Bell & Brown Wealth Advisors bought 550 Home Depot shares in Q2 2026, an estimated $179K.
  • Home Depot made up 1.12% of Bell & Brown Wealth Advisors's portfolio in Q2 2026, its #34 holding.
  • Bell & Brown Wealth Advisors first reported a position in Home Depot in Q4 2017 and has held it in 31 quarters since.
  • Bell & Brown Wealth Advisors's Home Depot position peaked at $3.87M in Q3 2025.
  • 4,100 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Bell & Brown Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.