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
2026 Q2	–	Sell	-1,800	Closed	-$592K	–	1077
2026 Q1	$592K	Hold	1,800	–	–	0.01%	443
2025 Q4	$619K	Hold	1,800	–	–	0.01%	444
2025 Q3	$729K	Buy	+1,800	New	+$708K	0.01%	401
2025 Q2	–	Hold	0	–	–	–	416
2025 Q1	–	Hold	0	–	–	–	393
2024 Q4	–	Hold	0	–	–	–	355
2024 Q3	–	Hold	0	–	–	–	347
2024 Q2	–	Hold	0	–	–	–	355
2024 Q1	–	Hold	0	–	–	–	228
2023 Q4	–	Hold	0	–	–	–	337
2023 Q3	–	Hold	0	–	–	–	143
2023 Q2	–	Hold	0	–	–	–	141
2023 Q1	–	Hold	0	–	–	–	169
2022 Q4	–	Hold	0	–	–	–	115
2022 Q3	–	Hold	0	–	–	–	116
2022 Q2	–	Sell	-3,500	Closed	-$1.03M	–	195
2022 Q1	$1.05M	Hold	3,500	–	–	0.05%	198
2021 Q4	$1.45M	Buy	3,500 +200	+6%	+$76.1K	0.07%	145
2021 Q3	$1.08M	Hold	3,300	–	–	0.06%	167
2021 Q2	$1.05M	Buy	+3,300	New	+$1.05M	0.06%	161
2019 Q1	–	Sell	-6,000	Closed	-$1.03M	–	318
2018 Q4	$1.03M	Buy	+6,000	New	+$1.08M	0.13%	86

Other funds holding HD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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.