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J. Stern & Co’s Home Depot HD Stock Holding History

J. Stern & Co’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 		$2.64M Buy
7,492
+196
+3% +$63.8K 0.25% 30
2026
Q1 		$2.4M Buy
7,296
+808
+12% +$294K 0.23% 30
2025
Q4 		$2.23M Sell
6,488
-8,426
-56% -$3.09M 0.19% 30
2025
Q3 		$6.04M Buy
+14,914
New +$5.86M 0.46% 30

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

J. Stern & Co's HD Position: Q2 2026 in Review

J. Stern & Co increased its Home Depot (HD) stake by 2.7% in Q2 2026, buying an estimated $63.8K and bringing the position to 7,492 shares worth $2.64M. The position accounts for 0.25% of the portfolio, ranked #30.

J. Stern & Co first reported a position in HD in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.04M in Q3 2025. 4,115 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • J. Stern & Co held 7,492 shares of Home Depot worth $2.64M as of Q2 2026.
  • J. Stern & Co bought 196 Home Depot shares in Q2 2026, an estimated $63.8K.
  • Home Depot made up 0.25% of J. Stern & Co's portfolio in Q2 2026, its #30 holding.
  • J. Stern & Co first reported a position in Home Depot in Q3 2025 and has held it in 4 quarters since.
  • J. Stern & Co's Home Depot position peaked at $6.04M in Q3 2025.
  • 4,115 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on J. Stern & Co's 13F filing for Q2 2026, filed 14 Aug 2026.