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Balboa Wealth Partners’s Home Depot HD Stock Holding History

Balboa Wealth Partners’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 		$1.17M Sell
3,311
-139
-4% -$45.2K 0.16% 108
2026
Q1 		$1.13M Buy
3,450
+49
+1% +$17.9K 0.19% 94
2025
Q4 		$1.17M Buy
3,401
+172
+5% +$63K 0.19% 82
2025
Q3 		$1.31M Sell
3,229
-604
-16% -$237K 0.23% 71
2025
Q2 		$1.41M Buy
3,833
+58
+2% +$21K 0.28% 65
2025
Q1 		$1.38M Sell
3,775
-8
-0.2% -$3.12K 0.33% 56
2024
Q4 		$1.47M Sell
3,783
-319
-8% -$130K 0.34% 56
2024
Q3 		$1.66M Buy
4,102
+23
+0.6% +$8.39K 0.41% 40
2024
Q2 		$1.4M Buy
4,079
+363
+10% +$124K 0.37% 50
2024
Q1 		$1.43M Buy
3,716
+214
+6% +$78.2K 0.42% 44
2023
Q4 		$1.21M Buy
3,502
+90
+3% +$27.9K 0.4% 38
2023
Q3 		$1.03M Sell
3,412
-66
-2% -$21.2K 0.39% 41
2023
Q2 		$1.08M Sell
3,478
-147
-4% -$43.4K 0.38% 46
2023
Q1 		$1.07M Sell
3,625
-2
-0.1% -$613 0.4% 48
2022
Q4 		$1.15M Sell
3,627
-60
-2% -$18.3K 0.52% 45
2022
Q3 		$1.02M Buy
+3,687
New +$1.09M 0.45% 47

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

Balboa Wealth Partners's HD Position: Q2 2026 in Review

Balboa Wealth Partners reduced its Home Depot (HD) stake by 4% in Q2 2026, selling an estimated $45.2K and leaving 3,311 shares worth $1.17M. The position accounts for 0.16% of the portfolio, ranked #108.

Balboa Wealth Partners first reported a position in HD in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.66M in Q3 2024. 4,094 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Balboa Wealth Partners held 3,311 shares of Home Depot worth $1.17M as of Q2 2026.
  • Balboa Wealth Partners sold 139 Home Depot shares in Q2 2026, an estimated $45.2K.
  • Home Depot made up 0.16% of Balboa Wealth Partners's portfolio in Q2 2026, its #108 holding.
  • Balboa Wealth Partners first reported a position in Home Depot in Q3 2022 and has held it in 16 quarters since.
  • Balboa Wealth Partners's Home Depot position peaked at $1.66M in Q3 2024.
  • 4,094 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.