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
2021 Q1	$31K	Buy	+100	New	+$27.6K	0.01%	156

Other funds holding HD

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 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.