Carlsbad Wealth Advisory Group’s Home Depot HD Stock Holding History

Carlsbad Wealth Advisory Group’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
2023 Q2	$4.74M	Buy	+15,253	New	+$4.51M	3.05%	10

Other funds holding HD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Carlsbad Wealth Advisory Group's HD Position: Q2 2023 in Review

Carlsbad Wealth Advisory Group opened a new position in Home Depot (HD) in Q2 2023: 15,253 shares worth $4.74M. The stake represents 3.05% of the portfolio and ranks #10 among its holdings.

3,310 funds tracked by Wall St. Rank hold HD as of Q2 2023.

Carlsbad Wealth Advisory Group held 15,253 shares of Home Depot worth $4.74M as of Q2 2023.
Home Depot was a new Carlsbad Wealth Advisory Group position in Q2 2023.
Home Depot made up 3.05% of Carlsbad Wealth Advisory Group's portfolio in Q2 2023, its #10 holding.
3,310 funds tracked by Wall St. Rank held Home Depot as of Q2 2023.

Based on Carlsbad Wealth Advisory Group's 13F filing for Q2 2023, filed 27 Jul 2023.