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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Mission Wealth Management's HD Position: Q1 2026 in Review

Mission Wealth Management reduced its Home Depot (HD) stake by 4.9% in Q1 2026, selling an estimated $725K and leaving 38,669 shares worth $12.7M. The position accounts for 0.26% of the portfolio, ranked #60.

Mission Wealth Management first reported a position in HD in Q2 2015 and has held it in 44 quarters since. The position peaked at $15.7M in Q3 2025. 4,115 funds tracked by Wall St. Rank hold HD as of Q1 2026.

Mission Wealth Management held 38,669 shares of Home Depot worth $12.7M as of Q1 2026.
Mission Wealth Management sold 1,989 Home Depot shares in Q1 2026, an estimated $725K.
Home Depot made up 0.26% of Mission Wealth Management's portfolio in Q1 2026, its #60 holding.
Mission Wealth Management first reported a position in Home Depot in Q2 2015 and has held it in 44 quarters since.
Mission Wealth Management's Home Depot position peaked at $15.7M in Q3 2025.
4,115 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.