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Broadway Wealth Solutions’s Home Depot HD Stock Holding History

Broadway Wealth Solutions’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 		$327K Buy
928
+92
+11% +$29.9K 0.15% 61
2026
Q1 		$275K Buy
836
+56
+7% +$20.4K 0.14% 75
2025
Q4 		$268K Buy
780
+24
+3% +$8.79K 0.14% 76
2025
Q3 		$306K Sell
756
-94
-11% -$37K 0.17% 61
2025
Q2 		$312K Sell
850
-16
-2% -$5.79K 0.19% 56
2025
Q1 		$317K Sell
866
-134
-13% -$52.2K 0.23% 46
2024
Q4 		$389K Buy
+1,000
New +$409K 0.3% 37

Other funds holding HD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Broadway Wealth Solutions's HD Position: Q2 2026 in Review

Broadway Wealth Solutions increased its Home Depot (HD) stake by 11% in Q2 2026, buying an estimated $29.9K and bringing the position to 928 shares worth $327K. The position accounts for 0.15% of the portfolio, ranked #61.

Broadway Wealth Solutions first reported a position in HD in Q4 2024 and has held it in 7 quarters since. The position peaked at $389K in Q4 2024. 1,417 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Broadway Wealth Solutions held 928 shares of Home Depot worth $327K as of Q2 2026.
  • Broadway Wealth Solutions bought 92 Home Depot shares in Q2 2026, an estimated $29.9K.
  • Home Depot made up 0.15% of Broadway Wealth Solutions's portfolio in Q2 2026, its #61 holding.
  • Broadway Wealth Solutions first reported a position in Home Depot in Q4 2024 and has held it in 7 quarters since.
  • Broadway Wealth Solutions's Home Depot position peaked at $389K in Q4 2024.
  • 1,417 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Broadway Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.