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Milestone Asset Management’s Home Depot HD Stock Holding History

Milestone Asset 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 		$238K Sell
675
-2
-0.3% -$651 0.04% 243
2026
Q1 		$223K Buy
+677
New +$247K 0.04% 220
2025
Q4 		– Sell
-532
Closed -$216K – 233
2025
Q3 		$216K Buy
+532
New +$209K 0.04% 213
2025
Q2 		– Sell
-698
Closed -$256K – 219
2025
Q1 		$256K Buy
698
+16
+2% +$6.24K 0.05% 196
2024
Q4 		$266K Sell
682
-8
-1% -$3.27K 0.06% 207
2024
Q3 		$280K Buy
690
+7
+1% +$2.55K 0.06% 183
2024
Q2 		$235K Buy
+683
New +$233K 0.06% 180

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's HD Position: Q2 2026 in Review

Milestone Asset Management reduced its Home Depot (HD) stake by 0.3% in Q2 2026, selling an estimated $651 and leaving 675 shares worth $238K. The position accounts for 0.04% of the portfolio, ranked #243.

Milestone Asset Management first reported a position in HD in Q2 2024 and has held it in 7 quarters since. The position peaked at $280K in Q3 2024. 4,081 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Milestone Asset Management held 675 shares of Home Depot worth $238K as of Q2 2026.
  • Milestone Asset Management sold 2 Home Depot shares in Q2 2026, an estimated $651.
  • Home Depot made up 0.04% of Milestone Asset Management's portfolio in Q2 2026, its #243 holding.
  • Milestone Asset Management first reported a position in Home Depot in Q2 2024 and has held it in 7 quarters since.
  • Milestone Asset Management's Home Depot position peaked at $280K in Q3 2024.
  • 4,081 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.