Coastal Bridge Advisors’s Home Depot HD Stock Holding History

Coastal Bridge Advisors’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 Q1	$5.97M	Buy	18,159 +653	+4%	+$238K	0.42%	57
2025 Q4	$6.02M	Sell	17,506 -212	-1%	-$77.7K	0.45%	56
2025 Q3	$7.18M	Buy	17,718 +33	+0.2%	+$13K	0.54%	44
2025 Q2	$6.48M	Buy	+17,685	New	+$6.4M	0.53%	47
2025 Q1	–	Sell	-5,708	Closed	-$2.22M	–	310
2024 Q4	$2.22M	Buy	5,708 +48	+0.8%	+$19.6K	0.56%	42
2024 Q3	$2.29M	Sell	5,660 -273	-5%	-$99.6K	0.57%	36
2024 Q2	$2.04M	Sell	5,933 -52	-0.9%	-$17.7K	0.51%	38
2024 Q1	$2.3M	Buy	5,985 +10	+0.2%	+$3.65K	0.53%	36
2023 Q4	$2.07M	Hold	5,975	–	–	0.53%	38
2023 Q3	$1.81M	Buy	5,975 +120	+2%	+$38.6K	0.48%	35
2023 Q2	$1.82M	Buy	5,855 +135	+2%	+$39.9K	0.45%	38
2023 Q1	$1.69M	Sell	5,720 -173	-3%	-$53K	0.43%	39
2022 Q4	$1.86M	Buy	5,893 +149	+3%	+$45.4K	0.53%	36
2022 Q3	$1.58M	Buy	5,744 +34	+0.6%	+$10K	0.43%	45
2022 Q2	$1.57M	Buy	5,710 +136	+2%	+$40.2K	0.48%	44
2022 Q1	$1.67M	Buy	5,574 +154	+3%	+$53.4K	0.38%	44
2021 Q4	$2.25M	Buy	5,420 +6	+0.1%	+$2.28K	0.47%	41
2021 Q3	$1.78M	Buy	5,414 +8	+0.1%	+$2.63K	0.41%	36
2021 Q2	$1.72M	Buy	5,406 +140	+3%	+$44.5K	0.35%	40
2021 Q1	$1.61M	Buy	5,266 +614	+13%	+$169K	0.29%	39
2020 Q4	$1.24M	Buy	4,652 +108	+2%	+$29.7K	0.25%	43
2020 Q3	$1.26M	Buy	4,544 +8	+0.2%	+$2.17K	0.38%	40
2020 Q2	$1.14M	Buy	4,536 +51	+1%	+$11.7K	0.36%	42
2020 Q1	$837K	Buy	4,485 +60	+1%	+$13.2K	0.31%	48
2019 Q4	$966K	Buy	4,425 +32	+0.7%	+$7.25K	0.25%	49
2019 Q3	$1.02M	Buy	4,393 +9	+0.2%	+$1.97K	0.35%	47
2019 Q2	$912K	Buy	4,384 +3	+0.1%	+$598	0.27%	46
2019 Q1	$841K	Sell	4,381 -695	-14%	-$127K	0.29%	49
2018 Q4	$872K	Buy	5,076 +8	+0.2%	+$1.44K	0.34%	47
2018 Q3	$1.05M	Buy	5,068 +7	+0.1%	+$1.41K	0.4%	40
2018 Q2	$987K	Buy	5,061 +80	+2%	+$14.9K	0.4%	41
2018 Q1	$888K	Buy	4,981 +8	+0.2%	+$1.5K	0.32%	43
2017 Q4	$935K	Sell	4,973 -83	-2%	-$14.3K	0.3%	43
2017 Q3	$827K	Buy	5,056 +8	+0.2%	+$1.23K	0.27%	46
2017 Q2	$774K	Buy	5,048 +8	+0.2%	+$1.23K	0.26%	46
2017 Q1	$740K	Buy	5,040 +8	+0.2%	+$1.14K	0.25%	42
2016 Q4	$675K	Buy	5,032 +157	+3%	+$20.2K	0.26%	41
2016 Q3	$627K	Buy	4,875 +107	+2%	+$14.3K	0.31%	27
2016 Q2	$609K	Buy	4,768 +577	+14%	+$76.3K	0.32%	28
2016 Q1	$559K	Buy	4,191 +7	+0.2%	+$872	0.39%	28
2015 Q4	$553K	Buy	+4,184	New	+$532K	0.31%	29

Other funds holding HD

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

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

Coastal Bridge Advisors's HD Position: Q1 2026 in Review

Coastal Bridge Advisors increased its Home Depot (HD) stake by 3.7% in Q1 2026, buying an estimated $238K and bringing the position to 18,159 shares worth $5.97M. The position accounts for 0.42% of the portfolio, ranked #57.

Coastal Bridge Advisors first reported a position in HD in Q4 2015 and has held it in 41 quarters since. The position peaked at $7.18M in Q3 2025. 4,119 funds tracked by Wall St. Rank hold HD as of Q1 2026.

Coastal Bridge Advisors held 18,159 shares of Home Depot worth $5.97M as of Q1 2026.
Coastal Bridge Advisors bought 653 Home Depot shares in Q1 2026, an estimated $238K.
Home Depot made up 0.42% of Coastal Bridge Advisors's portfolio in Q1 2026, its #57 holding.
Coastal Bridge Advisors first reported a position in Home Depot in Q4 2015 and has held it in 41 quarters since.
Coastal Bridge Advisors's Home Depot position peaked at $7.18M in Q3 2025.
4,119 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.