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Morningstar Investment Management’s Home Depot HD Stock Holding History

Morningstar Investment 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 		– Sell
-19,965
Closed -$6.87M – 341
2025
Q4 		$6.87M Sell
19,965
-56
-0.3% -$20.5K 0.41% 50
2025
Q3 		$8.11M Buy
+20,021
New +$7.87M 0.3% 80
2025
Q1 		– Sell
-2,224
Closed -$865K – 141
2024
Q4 		$865K Hold
2,224
– – 0.07% 85
2024
Q3 		$924K Buy
+2,224
New +$811K 0.09% 97
2023
Q4 		– Sell
-1,458
Closed -$441K – 203
2023
Q3 		$441K Hold
1,458
– – 0.06% 104
2023
Q2 		$453K Buy
+1,458
New +$431K 0.06% 106

Other funds holding HD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morningstar Investment Management's HD Position: Q1 2026 in Review

Morningstar Investment Management sold out of Home Depot (HD) in Q1 2026, closing a stake of 19,965 shares — an estimated $6.87M sold.

Morningstar Investment Management first reported a position in HD in Q2 2023 and held it in 6 quarters. The position peaked at $8.11M in Q3 2025. 4,119 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Morningstar Investment Management reported no remaining Home Depot position as of Q1 2026 after selling out during the quarter.
  • Morningstar Investment Management sold 19,965 Home Depot shares in Q1 2026, an estimated $6.87M.
  • Morningstar Investment Management first reported a position in Home Depot in Q2 2023 and held it in 6 quarters.
  • Morningstar Investment Management's Home Depot position peaked at $8.11M in Q3 2025.
  • 4,119 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

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