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Burling Wealth Partners’s Home Depot HD Stock Holding History

Burling Wealth Partners’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 		$699K Sell
1,981
-10,581
-84% -$3.44M 0.1% 112
2026
Q1 		$4.13M Buy
12,562
+377
+3% +$137K 0.67% 42
2025
Q4 		$4.19M Sell
12,185
-169
-1% -$61.9K 0.65% 40
2025
Q3 		$5.01M Buy
12,354
+957
+8% +$376K 0.83% 34
2025
Q2 		$4.18M Buy
11,397
+987
+9% +$357K 0.77% 39
2025
Q1 		$3.82M Buy
10,410
+296
+3% +$115K 0.8% 41
2024
Q4 		$3.93M Buy
+10,114
New +$4.13M 0.8% 37

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Burling Wealth Partners's HD Position: Q2 2026 in Review

Burling Wealth Partners reduced its Home Depot (HD) stake by 84% in Q2 2026, selling an estimated $3.44M and leaving 1,981 shares worth $699K. The position accounts for 0.1% of the portfolio, ranked #112.

Burling Wealth Partners first reported a position in HD in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.01M in Q3 2025. 4,088 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Burling Wealth Partners held 1,981 shares of Home Depot worth $699K as of Q2 2026.
  • Burling Wealth Partners sold 10,581 Home Depot shares in Q2 2026, an estimated $3.44M.
  • Home Depot made up 0.1% of Burling Wealth Partners's portfolio in Q2 2026, its #112 holding.
  • Burling Wealth Partners first reported a position in Home Depot in Q4 2024 and has held it in 7 quarters since.
  • Burling Wealth Partners's Home Depot position peaked at $5.01M in Q3 2025.
  • 4,088 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.