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Three Bridge Wealth Advisors’s Home Depot HD Stock Holding History

Three Bridge Wealth Advisors’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 		$639K Sell
1,813
-15
-0.8% -$4.88K 0.16% 53
2026
Q1 		$601K Sell
1,828
-11
-0.6% -$4.01K 0.17% 55
2025
Q4 		$633K Buy
1,839
+2
+0.1% +$733 0.17% 51
2025
Q3 		$744K Sell
1,837
-752
-29% -$296K 0.19% 47
2025
Q2 		$949K Buy
2,589
+712
+38% +$258K 0.25% 45
2025
Q1 		$688K Sell
1,877
-27
-1% -$10.5K 0.24% 49
2024
Q4 		$741K Sell
1,904
-570
-23% -$233K 0.26% 49
2024
Q3 		$1M Sell
2,474
-436
-15% -$159K 0.37% 41
2024
Q2 		$1M Sell
2,910
-96
-3% -$32.7K 0.4% 40
2024
Q1 		$1.15M Sell
3,006
-1,427
-32% -$521K 0.45% 38
2023
Q4 		$1.54M Sell
4,433
-334
-7% -$103K 0.53% 27
2023
Q3 		$1.44M Sell
4,767
-65
-1% -$20.9K 0.6% 29
2023
Q2 		$1.5M Sell
4,832
-303
-6% -$89.5K 0.64% 30
2023
Q1 		$1.52M Buy
5,135
+396
+8% +$121K 0.7% 29
2022
Q4 		$1.5M Sell
4,739
-111
-2% -$33.8K 0.8% 26
2022
Q3 		$1.34M Buy
4,850
+89
+2% +$26.3K 0.68% 31
2022
Q2 		$1.31M Buy
4,761
+886
+23% +$262K 0.64% 34
2022
Q1 		$1.16M Buy
+3,875
New +$1.34M 0.32% 39

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

Three Bridge Wealth Advisors's HD Position: Q2 2026 in Review

Three Bridge Wealth Advisors reduced its Home Depot (HD) stake by 0.82% in Q2 2026, selling an estimated $4.88K and leaving 1,813 shares worth $639K. The position accounts for 0.16% of the portfolio, ranked #53.

Three Bridge Wealth Advisors first reported a position in HD in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.54M in Q4 2023. 4,094 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Three Bridge Wealth Advisors held 1,813 shares of Home Depot worth $639K as of Q2 2026.
  • Three Bridge Wealth Advisors sold 15 Home Depot shares in Q2 2026, an estimated $4.88K.
  • Home Depot made up 0.16% of Three Bridge Wealth Advisors's portfolio in Q2 2026, its #53 holding.
  • Three Bridge Wealth Advisors first reported a position in Home Depot in Q1 2022 and has held it in 18 quarters since.
  • Three Bridge Wealth Advisors's Home Depot position peaked at $1.54M in Q4 2023.
  • 4,094 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Three Bridge Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.