Atlantic Private Wealth’s Home Depot HD Stock Holding History

Atlantic Private Wealth’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	$106K	Sell	302 -13	-4%	-$4.23K	0.07%	78
2026 Q1	$103K	Hold	315	–	–	0.07%	87
2025 Q4	$108K	Hold	315	–	–	0.07%	82
2025 Q3	$127K	Hold	315	–	–	0.08%	68
2025 Q2	$115K	Hold	315	–	–	0.08%	67
2025 Q1	$115K	Buy	315 +215	+215%	+$83.8K	0.09%	72
2024 Q4	$38.9K	Hold	100	–	–	0.03%	99
2024 Q3	$40.5K	Buy	+100	New	+$36.5K	0.03%	95
2023 Q4	–	Sell	-59	Closed	-$17.8K	–	111
2023 Q3	$17.8K	Hold	59	–	–	0.02%	72
2023 Q2	$18.3K	Hold	59	–	–	0.02%	74
2023 Q1	$17.4K	Buy	+59	New	+$18.1K	0.02%	67

Other funds holding HD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Atlantic Private Wealth's HD Position: Q2 2026 in Review

Atlantic Private Wealth reduced its Home Depot (HD) stake by 4.1% in Q2 2026, selling an estimated $4.23K and leaving 302 shares worth $106K. The position accounts for 0.07% of the portfolio, ranked #78.

Atlantic Private Wealth first reported a position in HD in Q1 2023 and has held it in 11 quarters since. The position peaked at $127K in Q3 2025. 4,100 funds tracked by Wall St. Rank hold HD as of Q2 2026.

Atlantic Private Wealth held 302 shares of Home Depot worth $106K as of Q2 2026.
Atlantic Private Wealth sold 13 Home Depot shares in Q2 2026, an estimated $4.23K.
Home Depot made up 0.07% of Atlantic Private Wealth's portfolio in Q2 2026, its #78 holding.
Atlantic Private Wealth first reported a position in Home Depot in Q1 2023 and has held it in 11 quarters since.
Atlantic Private Wealth's Home Depot position peaked at $127K in Q3 2025.
4,100 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.