Blue Rock Wealth Management’s Home Depot HD Stock Holding History

Blue Rock 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
2026 Q2	$365K	Buy	1,036 +1	+0.1%	+$325	0.2%	71
2026 Q1	$340K	Sell	1,035 -57	-5%	-$20.8K	0.22%	66
2025 Q4	$376K	Buy	1,092 +1	+0.1%	+$366	0.23%	67
2025 Q3	$442K	Hold	1,091	–	–	0.28%	55
2025 Q2	$400K	Buy	1,091 +1	+0.1%	+$362	0.28%	55
2025 Q1	$399K	Buy	1,090 +286	+36%	+$111K	0.34%	55
2024 Q4	$313K	Buy	+804	New	+$328K	0.33%	49

Other funds holding HD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Blue Rock Wealth Management's HD Position: Q2 2026 in Review

Blue Rock Wealth Management increased its Home Depot (HD) stake by 0.1% in Q2 2026, buying an estimated $325 and bringing the position to 1,036 shares worth $365K. The position accounts for 0.2% of the portfolio, ranked #71.

Blue Rock Wealth Management first reported a position in HD in Q4 2024 and has held it in 7 quarters since. The position peaked at $442K in Q3 2025. 2,052 funds tracked by Wall St. Rank hold HD as of Q2 2026.

Blue Rock Wealth Management held 1,036 shares of Home Depot worth $365K as of Q2 2026.
Blue Rock Wealth Management bought 1 Home Depot share in Q2 2026, an estimated $325.
Home Depot made up 0.2% of Blue Rock Wealth Management's portfolio in Q2 2026, its #71 holding.
Blue Rock Wealth Management first reported a position in Home Depot in Q4 2024 and has held it in 7 quarters since.
Blue Rock Wealth Management's Home Depot position peaked at $442K in Q3 2025.
2,052 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Blue Rock Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.