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Aegis Wealth Management (Maryland)’s Home Depot HD Stock Holding History

Aegis Wealth Management (Maryland)’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 		$232K Sell
658
-13
-2% -$4.23K 0.11% 148
2026
Q1 		$221K Sell
671
-58
-8% -$21.1K 0.13% 113
2025
Q4 		$251K Buy
729
+59
+9% +$21.6K 0.14% 110
2025
Q3 		$271K Sell
670
-46
-6% -$18.1K 0.15% 105
2025
Q2 		$262K Hold
716
– – 0.16% 100
2025
Q1 		$262K Sell
716
-1
-0.1% -$390 0.15% 105
2024
Q4 		$279K Buy
+717
New +$293K 0.19% 88

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

Aegis Wealth Management (Maryland)'s HD Position: Q2 2026 in Review

Aegis Wealth Management (Maryland) reduced its Home Depot (HD) stake by 1.9% in Q2 2026, selling an estimated $4.23K and leaving 658 shares worth $232K. The position accounts for 0.11% of the portfolio, ranked #148.

Aegis Wealth Management (Maryland) first reported a position in HD in Q4 2024 and has held it in 7 quarters since. The position peaked at $279K in Q4 2024. 4,077 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Aegis Wealth Management (Maryland) held 658 shares of Home Depot worth $232K as of Q2 2026.
  • Aegis Wealth Management (Maryland) sold 13 Home Depot shares in Q2 2026, an estimated $4.23K.
  • Home Depot made up 0.11% of Aegis Wealth Management (Maryland)'s portfolio in Q2 2026, its #148 holding.
  • Aegis Wealth Management (Maryland) first reported a position in Home Depot in Q4 2024 and has held it in 7 quarters since.
  • Aegis Wealth Management (Maryland)'s Home Depot position peaked at $279K in Q4 2024.
  • 4,077 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q2 2026, filed 7 Aug 2026.