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Bernardo Wealth Planning’s Home Depot HD Stock Holding History

Bernardo Wealth Planning’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 		$322K Buy
914
+118
+15% +$38.4K 0.06% 104
2026
Q1 		$262K Sell
796
-7
-0.9% -$2.55K 0.05% 104
2025
Q4 		$276K Sell
803
-11
-1% -$4.03K 0.05% 106
2025
Q3 		$330K Buy
814
+7
+0.9% +$2.75K 0.06% 95
2025
Q2 		$296K Buy
807
+37
+5% +$13.4K 0.06% 96
2025
Q1 		$282K Buy
770
+55
+8% +$21.4K 0.07% 95
2024
Q4 		$279K Buy
715
+158
+28% +$64.5K 0.07% 92
2024
Q3 		$231K Buy
+557
New +$203K 0.06% 103
2024
Q2 		– Sell
-541
Closed -$208K – 108
2024
Q1 		$208K Buy
+541
New +$198K 0.06% 101
2023
Q4 		– Sell
-699
Closed -$211K – 91
2023
Q3 		$211K Hold
699
– – 0.08% 78
2023
Q2 		$217K Sell
699
-18
-3% -$5.32K 0.09% 81
2023
Q1 		$212K Buy
717
+11
+2% +$3.37K 0.09% 84
2022
Q4 		$223K Buy
+706
New +$215K 0.1% 81
2022
Q2 		– Sell
-706
Closed -$211K – 88
2022
Q1 		$211K Buy
706
+34
+5% +$11.8K 0.1% 80
2021
Q4 		$279K Buy
+672
New +$256K 0.14% 66
2021
Q1 		– Sell
-4,467
Closed -$1.19M – 103
2020
Q4 		$1.19M Buy
4,467
+98
+2% +$26.9K 0.46% 39
2020
Q3 		$1.21M Buy
4,369
+222
+5% +$60.1K 0.55% 34
2020
Q2 		$1.04M Buy
4,147
+16
+0.4% +$3.66K 0.56% 38
2020
Q1 		$771K Sell
4,131
-48
-1% -$10.5K 0.54% 48
2019
Q4 		$912K Hold
4,179
– – 0.55% 41
2019
Q3 		$969K Sell
4,179
-44
-1% -$9.62K 0.7% 37
2019
Q2 		$878K Sell
4,223
-24
-0.6% -$4.79K 0.69% 36
2019
Q1 		$815K Sell
4,247
-50
-1% -$9.17K 0.65% 38
2018
Q4 		$738K Buy
+4,297
New +$771K 0.65% 39

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

Bernardo Wealth Planning's HD Position: Q2 2026 in Review

Bernardo Wealth Planning increased its Home Depot (HD) stake by 15% in Q2 2026, buying an estimated $38.4K and bringing the position to 914 shares worth $322K. The position accounts for 0.06% of the portfolio, ranked #104.

Bernardo Wealth Planning first reported a position in HD in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.21M in Q3 2020. 4,094 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Bernardo Wealth Planning held 914 shares of Home Depot worth $322K as of Q2 2026.
  • Bernardo Wealth Planning bought 118 Home Depot shares in Q2 2026, an estimated $38.4K.
  • Home Depot made up 0.06% of Bernardo Wealth Planning's portfolio in Q2 2026, its #104 holding.
  • Bernardo Wealth Planning first reported a position in Home Depot in Q4 2018 and has held it in 24 quarters since.
  • Bernardo Wealth Planning's Home Depot position peaked at $1.21M in Q3 2020.
  • 4,094 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.