MHS
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M Holdings Securities’s Home Depot HD Stock Holding History

M Holdings Securities’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
Q3 		– Sell
-4,524
Closed -$1.41M – 237
2023
Q2 		$1.41M Sell
4,524
-5,466
-55% -$1.61M 0.29% 51
2023
Q1 		$2.94M Buy
+9,990
New +$3.06M 0.3% 64

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

M Holdings Securities's HD Position: Q2 2026 in Review

M Holdings Securities sold out of Home Depot (HD) in Q2 2026, closing a stake of 26,383 shares — an estimated $8.35M sold.

M Holdings Securities first reported a position in HD in Q4 2013 and held it in 36 quarters. The position peaked at $9M in Q4 2025. 4,100 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • M Holdings Securities reported no remaining Home Depot position as of Q2 2026 after selling out during the quarter.
  • M Holdings Securities sold 26,383 Home Depot shares in Q2 2026, an estimated $8.35M.
  • M Holdings Securities first reported a position in Home Depot in Q4 2013 and held it in 36 quarters.
  • M Holdings Securities's Home Depot position peaked at $9M in Q4 2025.
  • 4,100 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.