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Mosaic Family Wealth Partners’s Home Depot HD Stock Holding History

Mosaic Family Wealth Partners’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 		$3.68M Buy
10,429
+7,690
+281% +$2.5M 0.25% 63
2026
Q1 		$901K Buy
2,739
+707
+35% +$258K 0.09% 120
2025
Q4 		$699K Sell
2,032
-17
-0.8% -$6.23K 0.08% 123
2025
Q3 		$833K Buy
2,049
+72
+4% +$28.3K 0.1% 98
2025
Q2 		$725K Buy
1,977
+34
+2% +$12.3K 0.09% 101
2025
Q1 		$712K Buy
1,943
+67
+4% +$26.1K 0.1% 107
2024
Q4 		$730K Buy
1,876
+110
+6% +$44.9K 0.11% 95
2024
Q3 		$716K Buy
1,766
+1
+0.1% +$365 0.11% 95
2024
Q2 		$608K Buy
1,765
+35
+2% +$11.9K 0.1% 104
2024
Q1 		$664K Sell
1,730
-472
-21% -$172K 0.11% 100
2023
Q4 		$763K Buy
2,202
+418
+23% +$129K 0.13% 89
2023
Q3 		$539K Sell
1,784
-11
-0.6% -$3.54K 0.11% 100
2023
Q2 		$557K Sell
1,795
-1
-0.1% -$295 0.11% 98
2023
Q1 		$530K Buy
1,796
+113
+7% +$34.6K 0.11% 102
2022
Q4 		$532K Buy
+1,683
New +$513K 0.15% 97

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

Mosaic Family Wealth Partners's HD Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Home Depot (HD) stake by 281% in Q2 2026, buying an estimated $2.5M and bringing the position to 10,429 shares worth $3.68M. The position accounts for 0.25% of the portfolio, ranked #63.

Mosaic Family Wealth Partners first reported a position in HD in Q4 2022 and has held it in 15 quarters since. 4,088 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Mosaic Family Wealth Partners held 10,429 shares of Home Depot worth $3.68M as of Q2 2026.
  • Mosaic Family Wealth Partners bought 7,690 Home Depot shares in Q2 2026, an estimated $2.5M.
  • Home Depot made up 0.25% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #63 holding.
  • Mosaic Family Wealth Partners first reported a position in Home Depot in Q4 2022 and has held it in 15 quarters since.
  • 4,088 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.