Berry Wealth Group’s Home Depot HD Stock Holding History

Berry Wealth Group’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 Q1	$694K	Sell	2,110 -664	-24%	-$242K	2.59%	12
2025 Q4	$955K	Sell	2,774 -92	-3%	-$33.7K	3.35%	9
2025 Q3	$1.16M	Sell	2,866 -9,478	-77%	-$3.73M	3.79%	9
2025 Q2	$4.53M	Buy	12,344 +298	+2%	+$108K	3.17%	9
2025 Q1	$4.41M	Buy	12,046 +21	+0.2%	+$8.18K	3.45%	8
2024 Q4	$4.68M	Sell	12,025 -82	-0.7%	-$33.5K	3.37%	8
2024 Q3	$4.91M	Sell	12,107 -61	-0.5%	-$22.2K	3.52%	8
2024 Q2	$4.19M	Buy	12,168 +294	+2%	+$100K	3.35%	10
2024 Q1	$4.55M	Sell	11,874 -328	-3%	-$120K	3.78%	10
2023 Q4	$4.23M	Buy	+12,202	New	+$3.78M	3.89%	10

Other funds holding HD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Berry Wealth Group's HD Position: Q1 2026 in Review

Berry Wealth Group reduced its Home Depot (HD) stake by 24% in Q1 2026, selling an estimated $242K and leaving 2,110 shares worth $694K. The position accounts for 2.59% of the portfolio, ranked #12.

Berry Wealth Group first reported a position in HD in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.91M in Q3 2024. 4,115 funds tracked by Wall St. Rank hold HD as of Q1 2026.

Berry Wealth Group held 2,110 shares of Home Depot worth $694K as of Q1 2026.
Berry Wealth Group sold 664 Home Depot shares in Q1 2026, an estimated $242K.
Home Depot made up 2.59% of Berry Wealth Group's portfolio in Q1 2026, its #12 holding.
Berry Wealth Group first reported a position in Home Depot in Q4 2023 and has held it in 10 quarters since.
Berry Wealth Group's Home Depot position peaked at $4.91M in Q3 2024.
4,115 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Berry Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.