AWM
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Altium Wealth Management’s Home Depot HD Stock Holding History

Altium Wealth Management’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
2022
Q2 		$5.68M Buy
20,708
+172
+0.8% +$50.8K 0.41% 36
2022
Q1 		$6.15M Buy
20,536
+1,108
+6% +$384K 0.4% 37
2021
Q4 		$8.06M Buy
19,428
+862
+5% +$328K 0.52% 27
2021
Q3 		$6.09M Buy
18,566
+309
+2% +$101K 0.44% 29
2021
Q2 		$5.82M Buy
18,257
+372
+2% +$118K 0.43% 30
2021
Q1 		$5.46M Sell
17,885
-433
-2% -$119K 0.44% 31
2020
Q4 		$4.87M Buy
18,318
+882
+5% +$242K 0.43% 28
2020
Q3 		$4.84M Sell
17,436
-2,172
-11% -$588K 0.5% 27
2020
Q2 		$4.91M Sell
19,608
-2,377
-11% -$544K 0.55% 24
2020
Q1 		$4.11M Buy
21,985
+3,466
+19% +$761K 0.56% 25
2019
Q4 		$4.04M Buy
18,519
+675
+4% +$153K 0.48% 24
2019
Q3 		$4.14M Buy
17,844
+684
+4% +$150K 0.56% 23
2019
Q2 		$3.57M Buy
17,160
+2,014
+13% +$402K 0.52% 24
2019
Q1 		$2.91M Buy
15,146
+458
+3% +$84K 0.46% 27
2018
Q4 		$2.52M Buy
14,688
+567
+4% +$102K 0.48% 30
2018
Q3 		$2.92M Buy
14,121
+2,091
+17% +$421K 0.56% 28
2018
Q2 		$2.35M Buy
12,030
+7,074
+143% +$1.32M 0.63% 31
2018
Q1 		$883K Buy
4,956
+755
+18% +$142K 0.35% 51
2017
Q4 		$796K Buy
+4,201
New +$725K 0.36% 52

Other funds holding HD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Altium Wealth Management's HD Position: Q2 2022 in Review

Altium Wealth Management increased its Home Depot (HD) stake by 0.84% in Q2 2022, buying an estimated $50.8K and bringing the position to 20,708 shares worth $5.68M. The position accounts for 0.41% of the portfolio, ranked #36.

Altium Wealth Management first reported a position in HD in Q4 2017 and has held it in 19 quarters since. The position peaked at $8.06M in Q4 2021. 3,191 funds tracked by Wall St. Rank hold HD as of Q2 2022.

  • Altium Wealth Management held 20,708 shares of Home Depot worth $5.68M as of Q2 2022.
  • Altium Wealth Management bought 172 Home Depot shares in Q2 2022, an estimated $50.8K.
  • Home Depot made up 0.41% of Altium Wealth Management's portfolio in Q2 2022, its #36 holding.
  • Altium Wealth Management first reported a position in Home Depot in Q4 2017 and has held it in 19 quarters since.
  • Altium Wealth Management's Home Depot position peaked at $8.06M in Q4 2021.
  • 3,191 funds tracked by Wall St. Rank held Home Depot as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.