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BSW Wealth Partners’s Home Depot HD Stock Holding History

BSW 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 		$1.35M Sell
3,842
-569
-13% -$185K 0.15% 79
2026
Q1 		$1.45M Sell
4,411
-14
-0.3% -$5.1K 0.18% 72
2025
Q4 		$1.52M Sell
4,425
-278
-6% -$102K 0.18% 67
2025
Q3 		$1.91M Buy
4,703
+200
+4% +$78.6K 0.24% 57
2025
Q2 		$1.65M Sell
4,503
-223
-5% -$80.7K 0.23% 62
2025
Q1 		$1.73M Buy
4,726
+121
+3% +$47.2K 0.26% 53
2024
Q4 		$1.79M Buy
4,605
+234
+5% +$95.6K 0.26% 52
2024
Q3 		$1.77M Buy
4,371
+385
+10% +$140K 0.27% 50
2024
Q2 		$1.37M Sell
3,986
-71
-2% -$24.2K 0.23% 59
2024
Q1 		$1.56M Sell
4,057
-6
-0.1% -$2.19K 0.26% 54
2023
Q4 		$1.41M Buy
4,063
+81
+2% +$25.1K 0.28% 48
2023
Q3 		$1.2M Buy
3,982
+52
+1% +$16.7K 0.27% 48
2023
Q2 		$1.22M Sell
3,930
-17
-0.4% -$5.02K 0.25% 53
2023
Q1 		$1.16M Sell
3,947
-54
-1% -$16.6K 0.24% 57
2022
Q4 		$1.26M Buy
4,001
+128
+3% +$39K 0.27% 54
2022
Q3 		$1.07M Sell
3,873
-199
-5% -$58.7K 0.26% 49
2022
Q2 		$1.12M Sell
4,072
-22
-0.5% -$6.5K 0.27% 49
2022
Q1 		$1.23M Buy
4,094
+109
+3% +$37.8K 0.31% 46
2021
Q4 		$1.65M Buy
3,985
+177
+5% +$67.4K 0.42% 33
2021
Q3 		$1.25M Sell
3,808
-431
-10% -$142K 0.35% 42
2021
Q2 		$1.35M Buy
4,239
+1,117
+36% +$355K 0.37% 34
2021
Q1 		$953K Buy
3,122
+166
+6% +$45.8K 0.28% 43
2020
Q4 		$785K Buy
2,956
+921
+45% +$253K 0.24% 51
2020
Q3 		$565K Sell
2,035
-129
-6% -$34.9K 0.21% 57
2020
Q2 		$542K Buy
2,164
+270
+14% +$61.8K 0.18% 60
2020
Q1 		$354K Buy
1,894
+107
+6% +$23.5K 0.15% 71
2019
Q4 		$390K Buy
1,787
+151
+9% +$34.2K 0.13% 79
2019
Q3 		$380K Buy
1,636
+126
+8% +$27.5K 0.15% 62
2019
Q2 		$314K Buy
+1,510
New +$301K 0.12% 73

Other funds holding HD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

BSW Wealth Partners reduced its Home Depot (HD) stake by 13% in Q2 2026, selling an estimated $185K and leaving 3,842 shares worth $1.35M. The position accounts for 0.15% of the portfolio, ranked #79.

BSW Wealth Partners first reported a position in HD in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.91M in Q3 2025. 765 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • BSW Wealth Partners held 3,842 shares of Home Depot worth $1.35M as of Q2 2026.
  • BSW Wealth Partners sold 569 Home Depot shares in Q2 2026, an estimated $185K.
  • Home Depot made up 0.15% of BSW Wealth Partners's portfolio in Q2 2026, its #79 holding.
  • BSW Wealth Partners first reported a position in Home Depot in Q2 2019 and has held it in 29 quarters since.
  • BSW Wealth Partners's Home Depot position peaked at $1.91M in Q3 2025.
  • 765 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.