NFSG
HD icon

Newbridge Financial Services Group’s Home Depot HD Stock Holding History

Newbridge Financial Services Group’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 		$3.72M Buy
10,539
+2,619
+33% +$852K 0.46% 50
2026
Q1 		$2.6M Buy
7,920
+165
+2% +$60.1K 0.43% 57
2025
Q4 		$2.67M Sell
7,755
-250
-3% -$91.6K 0.41% 55
2025
Q3 		$3.24M Sell
8,005
-356
-4% -$140K 0.48% 47
2025
Q2 		$3.07M Sell
8,361
-1,037
-11% -$375K 0.5% 42
2025
Q1 		$3.44M Buy
9,398
+1,648
+21% +$642K 0.84% 32
2024
Q4 		$3.01M Buy
7,750
+691
+10% +$282K 0.77% 31
2024
Q3 		$2.86M Buy
7,059
+844
+14% +$308K 1% 25
2024
Q2 		$2.14M Buy
6,215
+1,892
+44% +$645K 0.8% 26
2024
Q1 		$1.66M Buy
4,323
+353
+9% +$129K 0.72% 23
2023
Q4 		$1.38M Buy
3,970
+509
+15% +$158K 0.67% 22
2023
Q3 		$1.05M Buy
3,461
+155
+5% +$49.8K 0.53% 32
2023
Q2 		$1.03M Sell
3,306
-6
-0.2% -$1.77K 0.5% 29
2023
Q1 		$977K Sell
3,312
-543
-14% -$166K 0.52% 30
2022
Q4 		$1.22M Sell
3,855
-198
-5% -$60.3K 0.7% 19
2022
Q3 		$1.12M Buy
4,053
+448
+12% +$132K 0.66% 15
2022
Q2 		$989K Sell
3,605
-50
-1% -$14.8K 0.61% 24
2022
Q1 		$1.09M Sell
3,655
-212
-5% -$73.5K 0.54% 30
2021
Q4 		$1.6M Buy
3,867
+1,144
+42% +$436K 0.76% 21
2021
Q3 		$894K Buy
2,723
+212
+8% +$69.6K 0.56% 35
2021
Q2 		$801K Sell
2,511
-269
-10% -$85.6K 0.49% 35
2021
Q1 		$849K Buy
2,780
+187
+7% +$51.5K 0.62% 25
2020
Q4 		$689K Buy
2,593
+111
+4% +$30.5K 0.57% 37
2020
Q3 		$689K Buy
+2,482
New +$672K 0.68% 26

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

Newbridge Financial Services Group's HD Position: Q2 2026 in Review

Newbridge Financial Services Group increased its Home Depot (HD) stake by 33% in Q2 2026, buying an estimated $852K and bringing the position to 10,539 shares worth $3.72M. The position accounts for 0.46% of the portfolio, ranked #50.

Newbridge Financial Services Group first reported a position in HD in Q3 2020 and has held it in 24 quarters since. 4,100 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Newbridge Financial Services Group held 10,539 shares of Home Depot worth $3.72M as of Q2 2026.
  • Newbridge Financial Services Group bought 2,619 Home Depot shares in Q2 2026, an estimated $852K.
  • Home Depot made up 0.46% of Newbridge Financial Services Group's portfolio in Q2 2026, its #50 holding.
  • Newbridge Financial Services Group first reported a position in Home Depot in Q3 2020 and has held it in 24 quarters since.
  • 4,100 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.