MWM
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Mission Wealth Management’s Home Depot HD Stock Holding History

Mission Wealth 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
2023
Q1 		– Hold
0
– -$31.6K – 548
2022
Q4 		– Hold
0
– – – 515
2022
Q3 		– Hold
0
– – – 500
2022
Q2 		– Hold
0
– – – 506

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

Mission Wealth Management's HD Position: Q2 2026 in Review

Mission Wealth Management increased its Home Depot (HD) stake by 9.7% in Q2 2026, buying an estimated $1.22M and bringing the position to 42,429 shares worth $15M. The position accounts for 0.18% of the portfolio, ranked #78.

Mission Wealth Management first reported a position in HD in Q2 2015 and has held it in 45 quarters since. The position peaked at $15.7M in Q3 2025. 4,100 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Mission Wealth Management held 42,429 shares of Home Depot worth $15M as of Q2 2026.
  • Mission Wealth Management bought 3,760 Home Depot shares in Q2 2026, an estimated $1.22M.
  • Home Depot made up 0.18% of Mission Wealth Management's portfolio in Q2 2026, its #78 holding.
  • Mission Wealth Management first reported a position in Home Depot in Q2 2015 and has held it in 45 quarters since.
  • Mission Wealth Management's Home Depot position peaked at $15.7M in Q3 2025.
  • 4,100 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.