Brio Consultants’s Home Depot HD Stock Holding History

Brio Consultants’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	$246K	Buy	+698	New	+$227K	0.03%	137
2026 Q1	–	Sell	-685	Closed	-$236K	–	154
2025 Q4	$236K	Buy	685 +14	+2%	+$5.13K	0.03%	132
2025 Q3	$272K	Buy	671 +97	+17%	+$38.1K	0.04%	115
2025 Q2	$210K	Buy	574 +26	+5%	+$9.41K	0.03%	125
2025 Q1	$201K	Buy	+548	New	+$214K	0.03%	115
2024 Q4	–	Sell	-506	Closed	-$205K	–	118
2024 Q3	$205K	Buy	+506	New	+$185K	0.03%	103

Other funds holding HD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Brio Consultants's HD Position: Q2 2026 in Review

Brio Consultants opened a new position in Home Depot (HD) in Q2 2026: 698 shares worth $246K. The stake represents 0.03% of the portfolio and ranks #137 among its holdings. This is a return to the name: Brio Consultants previously reported a position in HD as recently as Q4 2025.

Brio Consultants first reported a position in HD in Q3 2024 and has held it in 6 quarters since. The position peaked at $272K in Q3 2025. 4,077 funds tracked by Wall St. Rank hold HD as of Q2 2026.

Brio Consultants held 698 shares of Home Depot worth $246K as of Q2 2026.
Home Depot was a new Brio Consultants position in Q2 2026.
Home Depot made up 0.03% of Brio Consultants's portfolio in Q2 2026, its #137 holding.
Brio Consultants first reported a position in Home Depot in Q3 2024 and has held it in 6 quarters since.
Brio Consultants's Home Depot position peaked at $272K in Q3 2025.
4,077 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Brio Consultants's 13F filing for Q2 2026, filed 12 Aug 2026.