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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
Q2 		$580K Sell
1,644
-466
-22% -$152K 1.86% 15
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
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

Berry Wealth Group's HD Position: Q2 2026 in Review

Berry Wealth Group reduced its Home Depot (HD) stake by 22% in Q2 2026, selling an estimated $152K and leaving 1,644 shares worth $580K. The position accounts for 1.86% of the portfolio, ranked #15.

Berry Wealth Group first reported a position in HD in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.91M in Q3 2024. 4,100 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Berry Wealth Group held 1,644 shares of Home Depot worth $580K as of Q2 2026.
  • Berry Wealth Group sold 466 Home Depot shares in Q2 2026, an estimated $152K.
  • Home Depot made up 1.86% of Berry Wealth Group's portfolio in Q2 2026, its #15 holding.
  • Berry Wealth Group first reported a position in Home Depot in Q4 2023 and has held it in 11 quarters since.
  • Berry Wealth Group's Home Depot position peaked at $4.91M in Q3 2024.
  • 4,100 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Berry Wealth Group's 13F filing for Q2 2026, filed 12 Aug 2026.