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Brown Financial Advisory’s Home Depot HD Stock Holding History

Brown Financial 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 		$348K Sell
986
-223
-18% -$72.5K 0.15% 40
2026
Q1 		$398K Sell
1,209
-102
-8% -$37.2K 0.2% 35
2025
Q4 		$451K Buy
1,311
+75
+6% +$27.5K 0.23% 31
2025
Q3 		$501K Buy
1,236
+183
+17% +$72K 0.26% 30
2025
Q2 		$386K Buy
1,053
+250
+31% +$90.5K 0.21% 39
2025
Q1 		$294K Buy
+803
New +$313K 0.18% 40

Other funds holding HD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Brown Financial Advisory's HD Position: Q2 2026 in Review

Brown Financial Advisory reduced its Home Depot (HD) stake by 18% in Q2 2026, selling an estimated $72.5K and leaving 986 shares worth $348K. The position accounts for 0.15% of the portfolio, ranked #40.

Brown Financial Advisory first reported a position in HD in Q1 2025 and has held it in 6 quarters since. The position peaked at $501K in Q3 2025. 2,050 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Brown Financial Advisory held 986 shares of Home Depot worth $348K as of Q2 2026.
  • Brown Financial Advisory sold 223 Home Depot shares in Q2 2026, an estimated $72.5K.
  • Home Depot made up 0.15% of Brown Financial Advisory's portfolio in Q2 2026, its #40 holding.
  • Brown Financial Advisory first reported a position in Home Depot in Q1 2025 and has held it in 6 quarters since.
  • Brown Financial Advisory's Home Depot position peaked at $501K in Q3 2025.
  • 2,050 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Brown Financial Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.