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Cassaday & Co Wealth Management’s Home Depot HD Stock Holding History

Cassaday & Co 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
Q1 		$1.98M Sell
6,005
-214
-3% -$78K 0.04% 91
2025
Q4 		$2.14M Buy
6,219
+37
+0.6% +$13.6K 0.05% 85
2025
Q3 		$2.5M Sell
6,182
-105
-2% -$41.3K 0.06% 77
2025
Q2 		$2.31M Sell
6,287
-52
-0.8% -$18.8K 0.06% 71
2025
Q1 		$2.32M Sell
6,339
-161
-2% -$62.7K 0.07% 63
2024
Q4 		$2.53M Sell
6,500
-10
-0.2% -$4.08K 0.07% 57
2024
Q3 		$2.64M Buy
6,510
+270
+4% +$98.5K 0.07% 55
2024
Q2 		$2.15M Sell
6,240
-147
-2% -$50.1K 0.07% 60
2024
Q1 		$2.45M Buy
6,387
+716
+13% +$262K 0.08% 53
2023
Q4 		$1.97M Sell
5,671
-112
-2% -$34.7K 0.07% 60
2023
Q3 		$1.75M Buy
5,783
+280
+5% +$90K 0.07% 54
2023
Q2 		$1.71M Sell
5,503
-239
-4% -$70.6K 0.07% 63
2023
Q1 		$1.69M Buy
5,742
+171
+3% +$52.4K 0.07% 59
2022
Q4 		$1.76M Buy
+5,571
New +$1.7M 0.08% 58

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

Cassaday & Co Wealth Management's HD Position: Q1 2026 in Review

Cassaday & Co Wealth Management reduced its Home Depot (HD) stake by 3.4% in Q1 2026, selling an estimated $78K and leaving 6,005 shares worth $1.98M. The position accounts for 0.04% of the portfolio, ranked #91.

Cassaday & Co Wealth Management first reported a position in HD in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.64M in Q3 2024. 4,116 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Cassaday & Co Wealth Management held 6,005 shares of Home Depot worth $1.98M as of Q1 2026.
  • Cassaday & Co Wealth Management sold 214 Home Depot shares in Q1 2026, an estimated $78K.
  • Home Depot made up 0.04% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #91 holding.
  • Cassaday & Co Wealth Management first reported a position in Home Depot in Q4 2022 and has held it in 14 quarters since.
  • Cassaday & Co Wealth Management's Home Depot position peaked at $2.64M in Q3 2024.
  • 4,116 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.