BWM
HD icon

Bernard Wealth Management’s Home Depot HD Stock Holding History

Bernard 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 		$574K Sell
1,628
-1,486
-48% -$483K 0.21% 43
2026
Q1 		$1.02M Sell
3,114
-44
-1% -$16K 0.44% 35
2025
Q4 		$1.09M Sell
3,158
-683
-18% -$250K 0.44% 34
2025
Q3 		$1.56M Sell
3,841
-278
-7% -$109K 0.65% 28
2025
Q2 		$1.51M Sell
4,119
-788
-16% -$285K 0.7% 25
2025
Q1 		$1.8M Buy
4,907
+12
+0.2% +$4.68K 0.88% 24
2024
Q4 		$1.9M Buy
+4,895
New +$2M 0.9% 24

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

Bernard Wealth Management's HD Position: Q2 2026 in Review

Bernard Wealth Management reduced its Home Depot (HD) stake by 48% in Q2 2026, selling an estimated $483K and leaving 1,628 shares worth $574K. The position accounts for 0.21% of the portfolio, ranked #43.

Bernard Wealth Management first reported a position in HD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.9M in Q4 2024. 4,088 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Bernard Wealth Management held 1,628 shares of Home Depot worth $574K as of Q2 2026.
  • Bernard Wealth Management sold 1,486 Home Depot shares in Q2 2026, an estimated $483K.
  • Home Depot made up 0.21% of Bernard Wealth Management's portfolio in Q2 2026, its #43 holding.
  • Bernard Wealth Management first reported a position in Home Depot in Q4 2024 and has held it in 7 quarters since.
  • Bernard Wealth Management's Home Depot position peaked at $1.9M in Q4 2024.
  • 4,088 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.