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Beverly Hills Private Wealth’s Home Depot HD Stock Holding History

Beverly Hills Private Wealth’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 		$364K Sell
1,033
-536
-34% -$174K 0.07% 177
2026
Q1 		$516K Buy
1,569
+170
+12% +$62K 0.09% 181
2025
Q4 		$481K Sell
1,399
-139
-9% -$50.9K 0.08% 184
2025
Q3 		$623K Sell
1,538
-11
-0.7% -$4.33K 0.11% 159
2025
Q2 		$568K Sell
1,549
-92
-6% -$33.3K 0.11% 159
2025
Q1 		$601K Buy
1,641
+50
+3% +$19.5K 0.12% 150
2024
Q4 		$619K Buy
1,591
+61
+4% +$24.9K 0.13% 150
2024
Q3 		$620K Sell
1,530
-121
-7% -$44.1K 0.13% 159
2024
Q2 		$568K Sell
1,651
-651
-28% -$222K 0.12% 173
2024
Q1 		$883K Sell
2,302
-84
-4% -$30.7K 0.2% 115
2023
Q4 		$827K Buy
2,386
+246
+11% +$76.2K 0.22% 106
2023
Q3 		$647K Sell
2,140
-751
-26% -$242K 0.19% 115
2023
Q2 		$944K Buy
2,891
+783
+37% +$231K 0.16% 146
2023
Q1 		$622K Buy
2,108
+1,382
+190% +$424K 0.19% 117
2022
Q4 		$229K Buy
+726
New +$221K 0.1% 201

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

Beverly Hills Private Wealth's HD Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Home Depot (HD) stake by 34% in Q2 2026, selling an estimated $174K and leaving 1,033 shares worth $364K. The position accounts for 0.07% of the portfolio, ranked #177.

Beverly Hills Private Wealth first reported a position in HD in Q4 2022 and has held it in 15 quarters since. The position peaked at $944K in Q2 2023. 4,081 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Beverly Hills Private Wealth held 1,033 shares of Home Depot worth $364K as of Q2 2026.
  • Beverly Hills Private Wealth sold 536 Home Depot shares in Q2 2026, an estimated $174K.
  • Home Depot made up 0.07% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #177 holding.
  • Beverly Hills Private Wealth first reported a position in Home Depot in Q4 2022 and has held it in 15 quarters since.
  • Beverly Hills Private Wealth's Home Depot position peaked at $944K in Q2 2023.
  • 4,081 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.