Bridgewealth Advisory Group’s Home Depot HD Stock Holding History

Bridgewealth Advisory 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	$514K	Buy	1,561 +538	+53%	+$196K	0.11%	79
2025 Q4	$352K	Sell	1,023 -31	-3%	-$11.4K	0.08%	92
2025 Q3	$427K	Sell	1,054 -75	-7%	-$29.5K	0.1%	76
2025 Q2	$414K	Buy	+1,129	New	+$409K	0.11%	74
2025 Q1	–	Sell	-1,321	Closed	-$545K	–	70
2024 Q4	$545K	Buy	+1,321	New	+$540K	0.15%	58

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

Bridgewealth Advisory Group's HD Position: Q1 2026 in Review

Bridgewealth Advisory Group increased its Home Depot (HD) stake by 53% in Q1 2026, buying an estimated $196K and bringing the position to 1,561 shares worth $514K. The position accounts for 0.11% of the portfolio, ranked #79.

Bridgewealth Advisory Group first reported a position in HD in Q4 2024 and has held it in 5 quarters since. The position peaked at $545K in Q4 2024. 4,116 funds tracked by Wall St. Rank hold HD as of Q1 2026.

Bridgewealth Advisory Group held 1,561 shares of Home Depot worth $514K as of Q1 2026.
Bridgewealth Advisory Group bought 538 Home Depot shares in Q1 2026, an estimated $196K.
Home Depot made up 0.11% of Bridgewealth Advisory Group's portfolio in Q1 2026, its #79 holding.
Bridgewealth Advisory Group first reported a position in Home Depot in Q4 2024 and has held it in 5 quarters since.
Bridgewealth Advisory Group's Home Depot position peaked at $545K in Q4 2024.
4,116 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.