Brown Financial Advisory
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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
Q3 		$229K Sell
805
-181
-18% -$59.4K 0.1% 46
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Brown Financial Advisory's HD Position: Q3 2026 in Review

Brown Financial Advisory reduced its Home Depot (HD) stake by 18% in Q3 2026, selling an estimated $59.4K and leaving 805 shares worth $229K. The position accounts for 0.1% of the portfolio, ranked #46.

Brown Financial Advisory first reported a position in HD in Q1 2025 and has held it in 7 quarters since. The position peaked at $501K in Q3 2025. 2,585 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • Brown Financial Advisory held 805 shares of Home Depot worth $229K as of Q3 2026.
  • Brown Financial Advisory sold 181 Home Depot shares in Q3 2026, an estimated $59.4K.
  • Home Depot made up 0.1% of Brown Financial Advisory's portfolio in Q3 2026, its #46 holding.
  • Brown Financial Advisory first reported a position in Home Depot in Q1 2025 and has held it in 7 quarters since.
  • Brown Financial Advisory's Home Depot position peaked at $501K in Q3 2025.
  • 2,585 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Brown Financial Advisory's 13F filing for Q3 2026, filed 5 Nov 2026.