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Bennett Associates Wealth Management’s Home Depot HD Stock Holding History

Bennett Associates 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 		$236K Sell
669
-824
-55% -$268K 0.15% 51
2026
Q1 		$491K Buy
1,493
+897
+151% +$327K 0.33% 33
2025
Q4 		$205K Buy
+596
New +$218K 0.14% 56
2024
Q2 		– Sell
-1,188
Closed -$456K – 43
2024
Q1 		$456K Sell
1,188
-235
-17% -$85.9K 0.41% 31
2023
Q4 		$493K Buy
+1,423
New +$441K 0.48% 25

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

Bennett Associates Wealth Management's HD Position: Q2 2026 in Review

Bennett Associates Wealth Management reduced its Home Depot (HD) stake by 55% in Q2 2026, selling an estimated $268K and leaving 669 shares worth $236K. The position accounts for 0.15% of the portfolio, ranked #51.

Bennett Associates Wealth Management first reported a position in HD in Q4 2023 and has held it in 5 quarters since. The position peaked at $493K in Q4 2023. 4,100 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Bennett Associates Wealth Management held 669 shares of Home Depot worth $236K as of Q2 2026.
  • Bennett Associates Wealth Management sold 824 Home Depot shares in Q2 2026, an estimated $268K.
  • Home Depot made up 0.15% of Bennett Associates Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Bennett Associates Wealth Management first reported a position in Home Depot in Q4 2023 and has held it in 5 quarters since.
  • Bennett Associates Wealth Management's Home Depot position peaked at $493K in Q4 2023.
  • 4,100 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Bennett Associates Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.