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MBL Wealth’s Home Depot HD Stock Holding History

MBL Wealth’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 		$1.99M Sell
5,638
-60
-1% -$19.5K 0.14% 90
2026
Q1 		$1.87M Buy
5,698
+29
+0.5% +$10.6K 0.14% 89
2025
Q4 		$1.95M Buy
5,669
+413
+8% +$151K 0.16% 88
2025
Q3 		$2.13M Buy
5,256
+71
+1% +$27.9K 0.19% 74
2025
Q2 		$1.9M Sell
5,185
-313
-6% -$113K 0.18% 75
2025
Q1 		$2.02M Buy
5,498
+276
+5% +$108K 0.2% 68
2024
Q4 		$2.03M Sell
5,222
-140
-3% -$57.2K 0.2% 68
2024
Q3 		$2.17M Buy
5,362
+48
+0.9% +$17.5K 0.23% 63
2024
Q2 		$1.83M Sell
5,314
-215
-4% -$73.3K 0.2% 64
2024
Q1 		$2.12M Sell
5,529
-65
-1% -$23.7K 0.24% 56
2023
Q4 		$1.94M Buy
5,594
+154
+3% +$47.7K 0.24% 55
2023
Q3 		$1.64M Buy
5,440
+189
+4% +$60.8K 0.23% 51
2023
Q2 		$1.63M Sell
5,251
-210
-4% -$62K 0.23% 52
2023
Q1 		$1.61M Sell
5,461
-160
-3% -$49.1K 0.25% 51
2022
Q4 		$1.77M Buy
5,621
+88
+2% +$26.8K 0.34% 48
2022
Q3 		$1.53M Buy
5,533
+247
+5% +$72.9K 0.33% 56
2022
Q2 		$1.45M Sell
5,286
-81
-2% -$23.9K 0.36% 53
2022
Q1 		$1.61M Buy
+5,367
New +$1.86M 0.39% 49
2021
Q1 		$1.67M Buy
5,460
+482
+10% +$133K 0.58% 41
2020
Q4 		$1.32M Buy
+4,978
New +$1.37M 0.52% 39

Other funds holding HD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

MBL Wealth's HD Position: Q2 2026 in Review

MBL Wealth reduced its Home Depot (HD) stake by 1.1% in Q2 2026, selling an estimated $19.5K and leaving 5,638 shares worth $1.99M. The position accounts for 0.14% of the portfolio, ranked #90.

MBL Wealth first reported a position in HD in Q4 2020 and has held it in 20 quarters since. The position peaked at $2.17M in Q3 2024. 2,163 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • MBL Wealth held 5,638 shares of Home Depot worth $1.99M as of Q2 2026.
  • MBL Wealth sold 60 Home Depot shares in Q2 2026, an estimated $19.5K.
  • Home Depot made up 0.14% of MBL Wealth's portfolio in Q2 2026, its #90 holding.
  • MBL Wealth first reported a position in Home Depot in Q4 2020 and has held it in 20 quarters since.
  • MBL Wealth's Home Depot position peaked at $2.17M in Q3 2024.
  • 2,163 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.