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Burton Enright Welch’s Home Depot HD Stock Holding History

Burton Enright Welch’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 		$707K Sell
2,004
-225
-10% -$73.2K 0.08% 77
2026
Q1 		$733K Buy
2,229
+251
+13% +$91.5K 0.1% 73
2025
Q4 		$681K Sell
1,978
-19
-1% -$6.96K 0.1% 74
2025
Q3 		$809K Buy
1,997
+84
+4% +$33K 0.12% 66
2025
Q2 		$701K Buy
1,913
+226
+13% +$81.8K 0.12% 67
2025
Q1 		$618K Buy
1,687
+1
+0.1% +$390 0.13% 60
2024
Q4 		$656K Hold
1,686
– – 0.14% 57
2024
Q3 		$683K Buy
1,686
+1
+0.1% +$365 0.15% 51
2024
Q2 		$580K Hold
1,685
– – 0.13% 54
2024
Q1 		$646K Hold
1,685
– – 0.16% 49
2023
Q4 		$584K Buy
1,685
+69
+4% +$21.4K 0.16% 51
2023
Q3 		$488K Sell
1,616
-55
-3% -$17.7K 0.15% 49
2023
Q2 		$519K Buy
1,671
+145
+10% +$42.8K 0.16% 46
2023
Q1 		$450K Buy
1,526
+135
+10% +$41.4K 0.17% 46
2022
Q4 		$439K Buy
1,391
+106
+8% +$32.3K 0.18% 43
2022
Q3 		$355K Buy
1,285
+78
+6% +$23K 0.18% 45
2022
Q2 		$331K Sell
1,207
-18
-1% -$5.31K 0.2% 45
2022
Q1 		$367K Sell
1,225
-93
-7% -$32.3K 0.2% 46
2021
Q4 		$547K Buy
+1,318
New +$502K 0.37% 36

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

Burton Enright Welch's HD Position: Q2 2026 in Review

Burton Enright Welch reduced its Home Depot (HD) stake by 10% in Q2 2026, selling an estimated $73.2K and leaving 2,004 shares worth $707K. The position accounts for 0.08% of the portfolio, ranked #77.

Burton Enright Welch first reported a position in HD in Q4 2021 and has held it in 19 quarters since. The position peaked at $809K in Q3 2025. 4,093 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Burton Enright Welch held 2,004 shares of Home Depot worth $707K as of Q2 2026.
  • Burton Enright Welch sold 225 Home Depot shares in Q2 2026, an estimated $73.2K.
  • Home Depot made up 0.08% of Burton Enright Welch's portfolio in Q2 2026, its #77 holding.
  • Burton Enright Welch first reported a position in Home Depot in Q4 2021 and has held it in 19 quarters since.
  • Burton Enright Welch's Home Depot position peaked at $809K in Q3 2025.
  • 4,093 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.