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HB Wealth Management, LLC → HD

HB Wealth Management, LLC HD Position History

The Home Depot, Inc. • Consumer Cyclical

Quarters held
4
Latest value
$194.7M
Q3 2026
Peak value
$239.9M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$235.6M
Q1 2026$223.5M
Q2 2026$239.9M
Q3 2026$194.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$194.7M684.3K——
Q2 2026$239.9M680.3K——
Q1 2026$223.5M679.7K——
Q4 2025$235.6M684.7K——

Other funds holding HD

Other HB Wealth Management, LLC positions

VGES

VANGUARD INDEX FDS

$3.2B
VGES

VANGUARD INDEX FDS

$3.1B
VGES

VANGUARD INDEX FDS

$2.8B
VGES

VANGUARD INDEX FDS

$2.7B
BX

VANGUARD SPECIALIZED FUNDS

$1.4B
BX

VANGUARD SPECIALIZED FUNDS

$1.4B
BX

VANGUARD SPECIALIZED FUNDS

$1.2B
BX

VANGUARD SPECIALIZED FUNDS

$1.2B