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Milestone Asset Management Group’s Home Depot HD Stock Holding History

Milestone Asset Management Group’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 		$332K Buy
940
+4
+0.4% +$1.3K 0.17% 107
2026
Q1 		$308K Buy
936
+5
+0.5% +$1.82K 0.18% 97
2025
Q4 		$320K Buy
931
+396
+74% +$145K 0.18% 93
2025
Q3 		$217K Sell
535
-71
-12% -$27.9K 0.14% 112
2025
Q2 		$222K Buy
606
+11
+2% +$3.98K 0.16% 98
2025
Q1 		$218K Sell
595
-77
-11% -$30K 0.2% 85
2024
Q4 		$261K Buy
+672
New +$275K 0.23% 80

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

Milestone Asset Management Group's HD Position: Q2 2026 in Review

Milestone Asset Management Group increased its Home Depot (HD) stake by 0.43% in Q2 2026, buying an estimated $1.3K and bringing the position to 940 shares worth $332K. The position accounts for 0.17% of the portfolio, ranked #107.

Milestone Asset Management Group first reported a position in HD in Q4 2024 and has held it in 7 quarters since. 4,081 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Milestone Asset Management Group held 940 shares of Home Depot worth $332K as of Q2 2026.
  • Milestone Asset Management Group bought 4 Home Depot shares in Q2 2026, an estimated $1.3K.
  • Home Depot made up 0.17% of Milestone Asset Management Group's portfolio in Q2 2026, its #107 holding.
  • Milestone Asset Management Group first reported a position in Home Depot in Q4 2024 and has held it in 7 quarters since.
  • 4,081 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Milestone Asset Management Group's 13F filing for Q2 2026, filed 30 Jul 2026.