Morrissey Wealth Management, LLC’s Home Depot HD Stock Holding History

Morrissey Wealth Management, LLC’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	$309K	Buy	+1,092	New	+$355K	0.19%	24

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

Morrissey Wealth Management, LLC's HD Position: Q2 2026 in Review

Morrissey Wealth Management, LLC opened a new position in Home Depot (HD) in Q2 2026: 1,092 shares worth $309K. The stake represents 0.19% of the portfolio and ranks #24 among its holdings.

4,121 funds tracked by Wall St. Rank hold HD as of Q2 2026.

Morrissey Wealth Management, LLC held 1,092 shares of Home Depot worth $309K as of Q2 2026.
Home Depot was a new Morrissey Wealth Management, LLC position in Q2 2026.
Home Depot made up 0.19% of Morrissey Wealth Management, LLC's portfolio in Q2 2026, its #24 holding.
4,121 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Morrissey Wealth Management, LLC's 13F filing for Q2 2026, filed 5 Oct 2026.