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Brightwater Advisory’s Home Depot HD Stock Holding History

Brightwater Advisory’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 		$524K Buy
1,486
+1
+0.1% +$325 0.33% 44
2026
Q1 		$488K Buy
1,485
+1
+0.1% +$364 0.32% 44
2025
Q4 		$511K Buy
1,484
+1
+0.1% +$366 0.35% 45
2025
Q3 		$601K Buy
1,483
+51
+4% +$20.1K 0.41% 40
2025
Q2 		$525K Buy
1,432
+92
+7% +$33.3K 0.38% 42
2025
Q1 		$491K Hold
1,340
– – 0.39% 42
2024
Q4 		$521K Sell
1,340
-77
-5% -$31.5K 0.41% 41
2024
Q3 		$574K Sell
1,417
-50
-3% -$18.2K 0.42% 40
2024
Q2 		$505K Sell
1,467
-15
-1% -$5.12K 0.39% 43
2024
Q1 		$568K Buy
1,482
+15
+1% +$5.48K 0.46% 37
2023
Q4 		$508K Buy
+1,467
New +$454K 0.43% 37

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

Brightwater Advisory's HD Position: Q2 2026 in Review

Brightwater Advisory increased its Home Depot (HD) stake by 0.07% in Q2 2026, buying an estimated $325 and bringing the position to 1,486 shares worth $524K. The position accounts for 0.33% of the portfolio, ranked #44.

Brightwater Advisory first reported a position in HD in Q4 2023 and has held it in 11 quarters since. The position peaked at $601K in Q3 2025. 4,115 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Brightwater Advisory held 1,486 shares of Home Depot worth $524K as of Q2 2026.
  • Brightwater Advisory bought 1 Home Depot share in Q2 2026, an estimated $325.
  • Home Depot made up 0.33% of Brightwater Advisory's portfolio in Q2 2026, its #44 holding.
  • Brightwater Advisory first reported a position in Home Depot in Q4 2023 and has held it in 11 quarters since.
  • Brightwater Advisory's Home Depot position peaked at $601K in Q3 2025.
  • 4,115 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Brightwater Advisory's 13F filing for Q2 2026, filed 10 Aug 2026.