Skip to main content

NewEdge Wealth, LLC

SEC CIK
0001861796
Latest filing
Aug 10, 2026

HD holding history

Home Depot, Inc. in every 13F filed by NewEdge Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HD overviewAll 13F holders of HDFull Q2 2026 holdings

Shares (Q2 2026)
227,836
Value
$80.4M
% of portfolio
0.8%
Quarters held
22
Since Q1 2021
Holdings of HD by NewEdge Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026227,836$80.4M0.8%+6,023+2.7%AddedHolders
Q1 2026221,813$73.0M0.9%+11,300+5.4%AddedHolders
Q4 2025210,513$72.4M0.8%+13,112+6.6%AddedHolders
Q3 2025197,401$73.8M1.1%+3,580+1.8%AddedHolders
Q2 2025193,821$74.8M1.2%+13,702+7.6%AddedHolders
Q1 2025180,119$66.0M1.2%+9,614+5.6%AddedHolders
Q4 2024170,505$66.3M1.2%+11,050+6.9%AddedHolders
Q3 2024159,455$64.6M1.2%+19,896+14.3%AddedHolders
Q2 2024139,559$48.0M1.0%−148−0.1%ReducedHolders
Q1 2024139,707$46.9M1.1%+18,450+15.2%AddedHolders
Q4 2023121,257$42.0M1.1%+15,764+14.9%AddedHolders
Q3 2023105,493$31.9M1.0%+12,297+13.2%AddedHolders
Q2 202393,196$29.0M1.0%+5,309+6.0%AddedHolders
Q1 202387,887$25.9M1.0%+4,972+6.0%AddedHolders
Q4 202282,915$26.2M1.1%+4,037+5.1%AddedHolders
Q3 202278,878$21.8M1.0%−3,645−4.4%ReducedHolders
Q2 202282,523$22.6M1.0%+12,171+17.3%AddedHolders
Q1 202270,352$21.1M0.9%+4,004+6.0%AddedHolders
Q4 202166,348$27.5M1.2%+3,677+5.9%AddedHolders
Q3 202162,671$20.6M1.2%−301−0.5%ReducedHolders
Q2 202162,972$20.1M1.5%+8,408+15.4%AddedHolders
Q1 202154,564$16.7M1.7%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.