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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
Q2 		$2.28M Buy
6,453
+448
+7% +$146K 0.04% 91
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 $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

Cassaday & Co Wealth Management's HD Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its Home Depot (HD) stake by 7.5% in Q2 2026, buying an estimated $146K and bringing the position to 6,453 shares worth $2.28M. 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 15 quarters since. The position peaked at $2.64M in Q3 2024. 4,100 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Cassaday & Co Wealth Management held 6,453 shares of Home Depot worth $2.28M as of Q2 2026.
  • Cassaday & Co Wealth Management bought 448 Home Depot shares in Q2 2026, an estimated $146K.
  • Home Depot made up 0.04% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #91 holding.
  • Cassaday & Co Wealth Management first reported a position in Home Depot in Q4 2022 and has held it in 15 quarters since.
  • Cassaday & Co Wealth Management's Home Depot position peaked at $2.64M in Q3 2024.
  • 4,100 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.