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Brown Financial Advisors’s Home Depot HD Stock Holding History

Brown Financial Advisors’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 		$389K Sell
1,183
-44
-4% -$16K 0.15% 133
2025
Q4 		$422K Buy
1,227
+51
+4% +$18.7K 0.15% 134
2025
Q3 		$477K Sell
1,176
-19
-2% -$7.47K 0.18% 107
2025
Q2 		$438K Sell
1,195
-113
-9% -$40.9K 0.17% 117
2025
Q1 		$479K Buy
1,308
+89
+7% +$34.7K 0.2% 98
2024
Q4 		$474K Sell
1,219
-41
-3% -$16.8K 0.19% 95
2024
Q3 		$511K Sell
1,260
-907
-42% -$331K 0.21% 99
2024
Q2 		$746K Buy
+2,167
New +$739K 0.33% 92

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Brown Financial Advisors's HD Position: Q1 2026 in Review

Brown Financial Advisors reduced its Home Depot (HD) stake by 3.6% in Q1 2026, selling an estimated $16K and leaving 1,183 shares worth $389K. The position accounts for 0.15% of the portfolio, ranked #133.

Brown Financial Advisors first reported a position in HD in Q2 2024 and has held it in 8 quarters since. The position peaked at $746K in Q2 2024. 4,136 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Brown Financial Advisors held 1,183 shares of Home Depot worth $389K as of Q1 2026.
  • Brown Financial Advisors sold 44 Home Depot shares in Q1 2026, an estimated $16K.
  • Home Depot made up 0.15% of Brown Financial Advisors's portfolio in Q1 2026, its #133 holding.
  • Brown Financial Advisors first reported a position in Home Depot in Q2 2024 and has held it in 8 quarters since.
  • Brown Financial Advisors's Home Depot position peaked at $746K in Q2 2024.
  • 4,136 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Brown Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.