Betterment LLC
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Betterment LLC’s Home Depot HD Stock Holding History

Betterment LLC’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 		$532K Buy
1,509
+87
+6% +$28.3K ﹤0.01% 468
2026
Q1 		$468K Sell
1,422
-178
-11% -$64.9K ﹤0.01% 454
2025
Q4 		$551K Buy
1,600
+123
+8% +$45.1K ﹤0.01% 382
2025
Q3 		$598K Buy
1,477
+74
+5% +$29.1K ﹤0.01% 354
2025
Q2 		$514K Sell
1,403
-143
-9% -$51.7K ﹤0.01% 354
2025
Q1 		$567K Buy
1,546
+269
+21% +$105K ﹤0.01% 320
2024
Q4 		$497K Sell
1,277
-12
-0.9% -$4.9K ﹤0.01% 329
2024
Q3 		$522K Sell
1,289
-403
-24% -$147K ﹤0.01% 306
2024
Q2 		$582K Buy
1,692
+210
+14% +$71.6K ﹤0.01% 270
2024
Q1 		$568K Buy
+1,482
New +$541K ﹤0.01% 249

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

Betterment LLC's HD Position: Q2 2026 in Review

Betterment LLC increased its Home Depot (HD) stake by 6.1% in Q2 2026, buying an estimated $28.3K and bringing the position to 1,509 shares worth $532K. The position accounts for ﹤0.01% of the portfolio, ranked #468.

Betterment LLC first reported a position in HD in Q1 2024 and has held it in 10 quarters since. The position peaked at $598K in Q3 2025. 4,082 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Betterment LLC held 1,509 shares of Home Depot worth $532K as of Q2 2026.
  • Betterment LLC bought 87 Home Depot shares in Q2 2026, an estimated $28.3K.
  • Home Depot made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #468 holding.
  • Betterment LLC first reported a position in Home Depot in Q1 2024 and has held it in 10 quarters since.
  • Betterment LLC's Home Depot position peaked at $598K in Q3 2025.
  • 4,082 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.