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Aspen Wealth Strategies’s Home Depot HD Stock Holding History

Aspen Wealth Strategies’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
Q1 		$753K Buy
2,290
+80
+4% +$29.2K 0.4% 40
2025
Q4 		$761K Sell
2,210
-61
-3% -$22.3K 0.42% 36
2025
Q3 		$920K Buy
2,271
+46
+2% +$18.1K 0.51% 31
2025
Q2 		$816K Sell
2,225
-98
-4% -$35.5K 0.49% 32
2025
Q1 		$851K Sell
2,323
-12
-0.5% -$4.68K 0.56% 29
2024
Q4 		$908K Buy
2,335
+54
+2% +$22.1K 0.58% 26
2024
Q3 		$924K Buy
2,281
+34
+2% +$12.4K 0.6% 24
2024
Q2 		$836K Sell
2,247
-50
-2% -$17.1K 0.58% 26
2024
Q1 		$881K Sell
2,297
-449
-16% -$164K 0.61% 27
2023
Q4 		$952K Buy
2,746
+23
+0.8% +$7.12K 0.69% 28
2023
Q3 		$823K Buy
2,723
+5
+0.2% +$1.61K 0.64% 27
2023
Q2 		$844K Sell
2,718
-28
-1% -$8.27K 0.64% 26
2023
Q1 		$810K Buy
2,746
+15
+0.5% +$4.6K 0.63% 22
2022
Q4 		$863K Buy
+2,731
New +$832K 0.69% 22

Other funds holding HD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Aspen Wealth Strategies's HD Position: Q1 2026 in Review

Aspen Wealth Strategies increased its Home Depot (HD) stake by 3.6% in Q1 2026, buying an estimated $29.2K and bringing the position to 2,290 shares worth $753K. The position accounts for 0.4% of the portfolio, ranked #40.

Aspen Wealth Strategies first reported a position in HD in Q4 2022 and has held it in 14 quarters since. The position peaked at $952K in Q4 2023. 4,116 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Aspen Wealth Strategies held 2,290 shares of Home Depot worth $753K as of Q1 2026.
  • Aspen Wealth Strategies bought 80 Home Depot shares in Q1 2026, an estimated $29.2K.
  • Home Depot made up 0.4% of Aspen Wealth Strategies's portfolio in Q1 2026, its #40 holding.
  • Aspen Wealth Strategies first reported a position in Home Depot in Q4 2022 and has held it in 14 quarters since.
  • Aspen Wealth Strategies's Home Depot position peaked at $952K in Q4 2023.
  • 4,116 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Aspen Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.