Mowery & Schoenfeld Wealth Management’s Home Depot HD Stock Holding History

Mowery & Schoenfeld 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	$169K	Hold	480	–	–	0.23%	70
2026 Q1	$158K	Sell	480 -143	-23%	-$52.1K	0.24%	64
2025 Q4	$214K	Buy	623 +143	+30%	+$52.4K	0.31%	52
2025 Q3	$194K	Sell	480 -57	-11%	-$22.4K	0.33%	54
2025 Q2	$197K	Sell	537 -16	-3%	-$5.79K	0.3%	50
2025 Q1	$203K	Buy	553 +18	+3%	+$7.01K	0.4%	48
2024 Q4	$208K	Buy	535 +457	+586%	+$187K	0.4%	42
2024 Q3	$31.6K	Hold	78	–	–	0.05%	127
2024 Q2	$26.9K	Buy	78 +77	+7,700%	+$26.3K	0.04%	133
2024 Q1	$384	Hold	1	–	–	﹤0.01%	152
2023 Q4	$347	Buy	+1	New	+$310	﹤0.01%	160

Other funds holding HD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's HD Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Home Depot (HD) position steady in Q2 2026 at 480 shares worth $169K. The position accounts for 0.23% of the portfolio, ranked #70.

Mowery & Schoenfeld Wealth Management first reported a position in HD in Q4 2023 and has held it in 11 quarters since. The position peaked at $214K in Q4 2025. 4,121 funds tracked by Wall St. Rank hold HD as of Q2 2026.

Mowery & Schoenfeld Wealth Management held 480 shares of Home Depot worth $169K as of Q2 2026.
Mowery & Schoenfeld Wealth Management left its Home Depot share count unchanged in Q2 2026.
Home Depot made up 0.23% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #70 holding.
Mowery & Schoenfeld Wealth Management first reported a position in Home Depot in Q4 2023 and has held it in 11 quarters since.
Mowery & Schoenfeld Wealth Management's Home Depot position peaked at $214K in Q4 2025.
4,121 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.