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 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 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

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

Modern Wealth Management increased its Home Depot (HD) stake by 13% in Q1 2026, buying an estimated $703K and bringing the position to 17,279 shares worth $5.69M. The position accounts for 0.1% of the portfolio, ranked #187.

Modern Wealth Management first reported a position in HD in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.32M in Q3 2025. 4,115 funds tracked by Wall St. Rank hold HD as of Q1 2026.

Modern Wealth Management held 17,279 shares of Home Depot worth $5.69M as of Q1 2026.
Modern Wealth Management bought 1,928 Home Depot shares in Q1 2026, an estimated $703K.
Home Depot made up 0.1% of Modern Wealth Management's portfolio in Q1 2026, its #187 holding.
Modern Wealth Management first reported a position in Home Depot in Q4 2023 and has held it in 10 quarters since.
Modern Wealth Management's Home Depot position peaked at $6.32M in Q3 2025.
4,115 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.