BI
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Berkeley Inc’s Home Depot HD Stock Holding History

Berkeley Inc’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 		– Sell
-673
Closed -$221K – 88
2026
Q1 		$221K Sell
673
-211
-24% -$76.9K 0.07% 77
2025
Q4 		$304K Sell
884
-14
-2% -$5.13K 0.1% 73
2025
Q3 		$364K Buy
898
+2
+0.2% +$786 0.12% 63
2025
Q2 		$328K Sell
896
-221
-20% -$80K 0.12% 68
2025
Q1 		$410K Sell
1,117
-924
-45% -$360K 0.19% 53
2024
Q4 		$794K Sell
2,041
-2,103
-51% -$859K 0.41% 40
2024
Q3 		$1.68M Buy
4,144
+2,227
+116% +$812K 0.49% 38
2024
Q2 		$660K Buy
1,917
+59
+3% +$20.1K 0.41% 38
2024
Q1 		$713K Buy
1,858
+33
+2% +$12.1K 0.43% 40
2023
Q4 		$632K Sell
1,825
-98
-5% -$30.4K 0.4% 45
2023
Q3 		$581K Buy
1,923
+4
+0.2% +$1.29K 0.4% 51
2023
Q2 		$596K Buy
1,919
+38
+2% +$11.2K 0.4% 50
2023
Q1 		$555K Buy
1,881
+68
+4% +$20.8K 0.4% 48
2022
Q4 		$573K Sell
1,813
-8
-0.4% -$2.44K 0.43% 48
2022
Q3 		$503K Sell
1,821
-85
-4% -$25.1K 0.42% 49
2022
Q2 		$523K Sell
1,906
-38
-2% -$11.2K 0.42% 50
2022
Q1 		$582K Sell
1,944
-29
-1% -$10.1K 0.41% 55
2021
Q4 		$819K Sell
1,973
-127
-6% -$48.3K 0.55% 51
2021
Q3 		$690K Sell
2,100
-81
-4% -$26.6K 0.51% 49
2021
Q2 		$696K Sell
2,181
-43
-2% -$13.7K 0.5% 49
2021
Q1 		$679K Buy
+2,224
New +$613K 0.5% 50

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

Berkeley Inc's HD Position: Q2 2026 in Review

Berkeley Inc sold out of Home Depot (HD) in Q2 2026, closing a stake of 673 shares — an estimated $221K sold.

Berkeley Inc first reported a position in HD in Q1 2021 and held it in 21 quarters. The position peaked at $1.68M in Q3 2024. 4,100 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Berkeley Inc reported no remaining Home Depot position as of Q2 2026 after selling out during the quarter.
  • Berkeley Inc sold 673 Home Depot shares in Q2 2026, an estimated $221K.
  • Berkeley Inc first reported a position in Home Depot in Q1 2021 and held it in 21 quarters.
  • Berkeley Inc's Home Depot position peaked at $1.68M in Q3 2024.
  • 4,100 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Berkeley Inc's 13F filing for Q2 2026, filed 24 Jul 2026.