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 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 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

Brightwater Advisory's HD Position: Q1 2026 in Review

Brightwater Advisory increased its Home Depot (HD) stake by 0.07% in Q1 2026, buying an estimated $364 and bringing the position to 1,485 shares worth $488K. The position accounts for 0.32% of the portfolio, ranked #44.

Brightwater Advisory first reported a position in HD in Q4 2023 and has held it in 10 quarters since. The position peaked at $601K in Q3 2025. 4,120 funds tracked by Wall St. Rank hold HD as of Q1 2026.

Brightwater Advisory held 1,485 shares of Home Depot worth $488K as of Q1 2026.
Brightwater Advisory bought 1 Home Depot share in Q1 2026, an estimated $364.
Home Depot made up 0.32% of Brightwater Advisory's portfolio in Q1 2026, its #44 holding.
Brightwater Advisory first reported a position in Home Depot in Q4 2023 and has held it in 10 quarters since.
Brightwater Advisory's Home Depot position peaked at $601K in Q3 2025.
4,120 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Brightwater Advisory's 13F filing for Q1 2026, filed 1 May 2026.