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Keudell/Morrison Wealth Management’s Home Depot HD Stock Holding History

Keudell/Morrison Wealth Management’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 		$3.24M Sell
9,197
-23
-0.2% -$7.48K 0.61% 33
2026
Q1 		$3.03M Sell
9,220
-7
-0.1% -$2.55K 0.62% 33
2025
Q4 		$3.18M Buy
+9,227
New +$3.38M 0.67% 30
2025
Q2 		$3.39M Sell
9,238
-57
-0.6% -$20.6K 0.75% 26
2025
Q1 		$3.41M Sell
9,295
-10
-0.1% -$3.9K 0.8% 23
2024
Q4 		$3.62M Sell
9,305
-1
-0% -$409 0.94% 23
2024
Q3 		$3.77M Sell
9,306
-4
-0% -$1.46K 1.02% 20
2024
Q2 		$3.2M Hold
9,310
– – 0.94% 21
2024
Q1 		$3.57M Sell
9,310
-18
-0.2% -$6.58K 1.08% 20
2023
Q4 		$3.23M Buy
9,328
+1
+0% +$310 1.07% 19
2023
Q3 		$2.82M Sell
9,327
-32
-0.3% -$10.3K 0.86% 20
2023
Q2 		$2.91M Hold
9,359
– – 0.84% 21
2023
Q1 		$2.76M Sell
9,359
-240
-3% -$73.6K 0.81% 21
2022
Q4 		$3.03M Buy
9,599
+18
+0.2% +$5.48K 0.97% 17
2022
Q3 		$2.64M Buy
9,581
+956
+11% +$282K 0.99% 17
2022
Q2 		$2.37M Sell
8,625
-34
-0.4% -$10K 0.86% 21
2022
Q1 		$2.59M Sell
8,659
-663
-7% -$230K 1.08% 16
2021
Q4 		$3.87M Sell
9,322
-145
-2% -$55.2K 1.53% 11
2021
Q3 		$3.11M Buy
9,467
+46
+0.5% +$15.1K 1.33% 12
2021
Q2 		$3M Sell
9,421
-75
-0.8% -$23.9K 1.64% 11
2021
Q1 		$2.9M Buy
9,496
+390
+4% +$107K 1.68% 12
2020
Q4 		$2.42M Buy
9,106
+525
+6% +$144K 1.54% 15
2020
Q3 		$2.38M Buy
8,581
+67
+0.8% +$18.1K 1.53% 13
2020
Q2 		$2.13M Buy
8,514
+128
+2% +$29.3K 1.76% 11
2020
Q1 		$1.57M Buy
8,386
+220
+3% +$48.3K 1.53% 15
2019
Q4 		$1.78M Sell
8,166
-91
-1% -$20.6K 1.23% 19
2019
Q3 		$1.92M Hold
8,257
– – 1.58% 14
2019
Q2 		$1.72M Buy
8,257
+19
+0.2% +$3.79K 1.5% 16
2019
Q1 		$1.58M Buy
+8,238
New +$1.51M 1.39% 19

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

Keudell/Morrison Wealth Management's HD Position: Q2 2026 in Review

Keudell/Morrison Wealth Management reduced its Home Depot (HD) stake by 0.25% in Q2 2026, selling an estimated $7.48K and leaving 9,197 shares worth $3.24M. The position accounts for 0.61% of the portfolio, ranked #33.

Keudell/Morrison Wealth Management first reported a position in HD in Q1 2019 and has held it in 29 quarters since. The position peaked at $3.87M in Q4 2021. 4,082 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Keudell/Morrison Wealth Management held 9,197 shares of Home Depot worth $3.24M as of Q2 2026.
  • Keudell/Morrison Wealth Management sold 23 Home Depot shares in Q2 2026, an estimated $7.48K.
  • Home Depot made up 0.61% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Keudell/Morrison Wealth Management first reported a position in Home Depot in Q1 2019 and has held it in 29 quarters since.
  • Keudell/Morrison Wealth Management's Home Depot position peaked at $3.87M in Q4 2021.
  • 4,082 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.