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Bernicke Wealth Management’s Home Depot HD Stock Holding History

Bernicke 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 		$823K Sell
2,334
-28
-1% -$9.11K 0.1% 60
2026
Q1 		$777K Sell
2,362
-34
-1% -$12.4K 0.1% 61
2025
Q4 		$824K Buy
+2,396
New +$878K 0.11% 59

Other funds holding HD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Bernicke Wealth Management reduced its Home Depot (HD) stake by 1.2% in Q2 2026, selling an estimated $9.11K and leaving 2,334 shares worth $823K. The position accounts for 0.1% of the portfolio, ranked #60.

Bernicke Wealth Management first reported a position in HD in Q4 2025 and has held it in 3 quarters since. The position peaked at $824K in Q4 2025. 3,585 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Bernicke Wealth Management held 2,334 shares of Home Depot worth $823K as of Q2 2026.
  • Bernicke Wealth Management sold 28 Home Depot shares in Q2 2026, an estimated $9.11K.
  • Home Depot made up 0.1% of Bernicke Wealth Management's portfolio in Q2 2026, its #60 holding.
  • Bernicke Wealth Management first reported a position in Home Depot in Q4 2025 and has held it in 3 quarters since.
  • Bernicke Wealth Management's Home Depot position peaked at $824K in Q4 2025.
  • 3,585 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Bernicke Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.