MWM
HD icon

Modern Wealth Management’s Home Depot HD Stock Holding History

Modern 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 		$7.83M Buy
22,187
+4,908
+28% +$1.6M 0.09% 208
2026
Q1 		$5.69M Buy
17,279
+1,928
+13% +$703K 0.1% 187
2025
Q4 		$5.28M Sell
15,351
-245
-2% -$89.7K 0.1% 186
2025
Q3 		$6.32M Buy
15,596
+539
+4% +$212K 0.13% 166
2025
Q2 		$5.52M Buy
15,057
+520
+4% +$188K 0.14% 155
2025
Q1 		$5.33M Buy
14,537
+409
+3% +$159K 0.17% 118
2024
Q4 		$5.5M Buy
14,128
+2,085
+17% +$852K 0.21% 98
2024
Q3 		$4.88M Buy
12,043
+1,131
+10% +$413K 0.3% 63
2024
Q2 		$3.76M Buy
10,912
+2,143
+24% +$731K 0.28% 53
2024
Q1 		$3.36M Buy
8,769
+6,395
+269% +$2.34M 0.31% 44
2023
Q4 		$823K Buy
+2,374
New +$735K 0.1% 68

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

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

Modern Wealth Management increased its Home Depot (HD) stake by 28% in Q2 2026, buying an estimated $1.6M and bringing the position to 22,187 shares worth $7.83M. The position accounts for 0.09% of the portfolio, ranked #208.

Modern Wealth Management first reported a position in HD in Q4 2023 and has held it in 11 quarters since. 4,100 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Modern Wealth Management held 22,187 shares of Home Depot worth $7.83M as of Q2 2026.
  • Modern Wealth Management bought 4,908 Home Depot shares in Q2 2026, an estimated $1.6M.
  • Home Depot made up 0.09% of Modern Wealth Management's portfolio in Q2 2026, its #208 holding.
  • Modern Wealth Management first reported a position in Home Depot in Q4 2023 and has held it in 11 quarters since.
  • 4,100 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.