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Morton Brown Family Wealth’s Home Depot HD Stock Holding History

Morton Brown Family Wealth’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 		$69.4K Buy
197
+1
+0.5% +$325 0.02% 111
2026
Q1 		$64.5K Buy
196
+1
+0.5% +$364 0.02% 106
2025
Q4 		$67.3K Buy
195
+155
+388% +$56.8K 0.02% 102
2025
Q3 		$16.2K Sell
40
-22
-35% -$8.65K ﹤0.01% 149
2025
Q2 		$22.7K Hold
62
– – 0.01% 141
2025
Q1 		$22.7K Sell
62
-108
-64% -$42.1K 0.01% 138
2024
Q4 		$66.1K Hold
170
– – 0.02% 96
2024
Q3 		$68.9K Buy
+170
New +$62K 0.02% 86
2024
Q1 		– Sell
-64
Closed -$22K – 256
2023
Q4 		$22K Buy
+64
New +$19.8K 0.01% 135
2023
Q2 		– Sell
-6
Closed -$1.77K – 228
2023
Q1 		$1.77K Buy
+6
New +$1.84K ﹤0.01% 208
2022
Q4 		– Sell
-150
Closed -$41K – 192
2022
Q3 		$41K Hold
150
– – 0.03% 70
2022
Q2 		$41K Hold
150
– – 0.03% 71
2022
Q1 		$45K Hold
150
– – 0.03% 72
2021
Q4 		$62K Buy
+150
New +$57.1K 0.05% 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

Morton Brown Family Wealth's HD Position: Q2 2026 in Review

Morton Brown Family Wealth increased its Home Depot (HD) stake by 0.51% in Q2 2026, buying an estimated $325 and bringing the position to 197 shares worth $69.4K. The position accounts for 0.02% of the portfolio, ranked #111.

Morton Brown Family Wealth first reported a position in HD in Q4 2021 and has held it in 14 quarters since. 4,077 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Morton Brown Family Wealth held 197 shares of Home Depot worth $69.4K as of Q2 2026.
  • Morton Brown Family Wealth bought 1 Home Depot share in Q2 2026, an estimated $325.
  • Home Depot made up 0.02% of Morton Brown Family Wealth's portfolio in Q2 2026, its #111 holding.
  • Morton Brown Family Wealth first reported a position in Home Depot in Q4 2021 and has held it in 14 quarters since.
  • 4,077 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.