Castle Wealth Management’s Home Depot HD Stock Holding History

Castle 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	$308K	Buy	873 +38	+5%	+$12.4K	0.09%	113
2026 Q1	$275K	Hold	835	–	–	0.09%	112
2025 Q4	$287K	Sell	835 -1	-0.1%	-$366	0.1%	108
2025 Q3	$339K	Sell	836 -34	-4%	-$13.4K	0.11%	96
2025 Q2	$319K	Sell	870 -17	-2%	-$6.15K	0.12%	97
2025 Q1	$325K	Buy	887 +53	+6%	+$20.7K	0.13%	97
2024 Q4	$325K	Sell	834 -11	-1%	-$4.49K	0.13%	96
2024 Q3	$342K	Buy	845 +175	+26%	+$63.8K	0.14%	95
2024 Q2	$231K	Buy	670 +20	+3%	+$6.82K	0.11%	107
2024 Q1	$249K	Hold	650	–	–	0.13%	108
2023 Q4	$225K	Sell	650 -98	-13%	-$30.4K	0.14%	106
2023 Q3	$226K	Sell	748 -31	-4%	-$9.97K	0.16%	96
2023 Q2	$242K	Buy	779 +7	+0.9%	+$2.07K	0.17%	95
2023 Q1	$228K	Hold	772	–	–	0.18%	98
2022 Q4	$244K	Sell	772 -25	-3%	-$7.62K	0.15%	95
2022 Q3	$220K	Buy	797 +1	+0.1%	+$295	0.13%	97
2022 Q2	$218K	Buy	+796	New	+$235K	0.13%	104

Other funds holding HD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Castle Wealth Management's HD Position: Q2 2026 in Review

Castle Wealth Management increased its Home Depot (HD) stake by 4.6% in Q2 2026, buying an estimated $12.4K and bringing the position to 873 shares worth $308K. The position accounts for 0.09% of the portfolio, ranked #113.

Castle Wealth Management first reported a position in HD in Q2 2022 and has held it in 17 quarters since. The position peaked at $342K in Q3 2024. 4,081 funds tracked by Wall St. Rank hold HD as of Q2 2026.

Castle Wealth Management held 873 shares of Home Depot worth $308K as of Q2 2026.
Castle Wealth Management bought 38 Home Depot shares in Q2 2026, an estimated $12.4K.
Home Depot made up 0.09% of Castle Wealth Management's portfolio in Q2 2026, its #113 holding.
Castle Wealth Management first reported a position in Home Depot in Q2 2022 and has held it in 17 quarters since.
Castle Wealth Management's Home Depot position peaked at $342K in Q3 2024.
4,081 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

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